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BEAM WEALTH ADVISORS, INC.: VTRS position timeline

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

BEAM WEALTH ADVISORS, INC. held 20,327 VTRS 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 20,327 shares
    Change vs previous 13F -768 shares

    0.07% of the 13F portfolio, value $322,794.

    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 21,095 shares
    Change vs previous 13F -6,787 shares

    0.07% of the 13F portfolio, value $284,989.

    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 27,882 shares
    Change vs previous 13F -4,573 shares

    0.1% of the 13F portfolio, value $347,136.

    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 32,455 shares
    Change vs previous 13F -10,050 shares

    0.09% of the 13F portfolio, value $321,309.

    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 42,505 shares
    Change vs previous 13F -642 shares

    0.11% of the 13F portfolio, value $379,566.

    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 43,147 shares
    Change vs previous 13F -2,753 shares

    0.13% of the 13F portfolio, value $375,806.

    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 45,900 shares
    Change vs previous 13F -2,226 shares

    0.18% of the 13F portfolio, value $571,459.

    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 48,126 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $558,745.

    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).