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Disclosery

BEAM WEALTH ADVISORS, INC.: VALQ position timeline

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

BEAM WEALTH ADVISORS, INC. held 14,672 VALQ 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 14,672 shares
    Change vs previous 13F +3,370 shares

    0.23% of the 13F portfolio, value $1,022,784.

    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 11,302 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $734,886.

    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).