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BEAM WEALTH ADVISORS, INC.: XYLD position timeline

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

BEAM WEALTH ADVISORS, INC. held 49,674 XYLD 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 49,674 shares
    Change vs previous 13F -2,544 shares

    0.45% of the 13F portfolio, value $2,026,200.

    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 52,218 shares
    Change vs previous 13F +8,401 shares

    0.51% of the 13F portfolio, value $2,043,276.

    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 43,817 shares
    Change vs previous 13F -601 shares

    0.49% of the 13F portfolio, value $1,780,283.

    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 44,418 shares
    Change vs previous 13F +77 shares

    0.48% of the 13F portfolio, value $1,743,848.

    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 44,341 shares
    Change vs previous 13F -274 shares

    0.51% of the 13F portfolio, value $1,726,641.

    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 44,615 shares
    Change vs previous 13F -1,227 shares

    0.59% of the 13F portfolio, value $1,761,865.

    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 45,842 shares
    Change vs previous 13F +1,124 shares

    0.61% of the 13F portfolio, value $1,920,780.

    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 44,718 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,855,794.

    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).