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BEAM WEALTH ADVISORS, INC.: VO position timeline

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

BEAM WEALTH ADVISORS, INC. held 135,400 VO 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 135,400 shares
    Change vs previous 13F +100,140 shares

    2.41% of the 13F portfolio, value $10,909,162.

    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 35,260 shares
    Change vs previous 13F +2,180 shares

    2.52% of the 13F portfolio, value $10,125,855.

    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).

  3. period ended2025-12-31
    13F 33,080 shares
    Change vs previous 13F +942 shares

    2.64% of the 13F portfolio, value $9,600,580.

    13F-HR 0001803426-26-000001 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).

  4. period ended2025-09-30
    13F 32,138 shares
    Change vs previous 13F +3,663 shares

    2.57% of the 13F portfolio, value $9,440,348.

    13F-HR 0001803426-25-000009 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).

  5. period ended2025-06-30
    13F 28,475 shares
    Change vs previous 13F +1,042 shares

    2.37% of the 13F portfolio, value $7,968,273.

    13F-HR 0001803426-25-000007 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).

  6. period ended2025-03-31
    13F 27,433 shares
    Change vs previous 13F +320 shares

    2.39% of the 13F portfolio, value $7,094,828.

    13F-HR 0001803426-25-000004 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).

  7. period ended2024-12-31
    13F 27,113 shares
    Change vs previous 13F +795 shares

    2.27% of the 13F portfolio, value $7,161,428.

    13F-HR 0001803426-25-000001 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).

  8. period ended2024-09-30
    13F 26,318 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,943,543.

    13F-HR 0001803426-24-000005 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).