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Disclosery

BEAM WEALTH ADVISORS, INC.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on USMV, newest first. How the timeline and the estimate are built.

BEAM WEALTH ADVISORS, INC. held 16,243 USMV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 16,243 shares
    Change vs previous 13F +395 shares

    0.35% of the 13F portfolio, value $1,566,814.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,848 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,469,777.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).