BEAM WEALTH ADVISORS, INC. quarter change: Foreign Preferred Shares, Unchanged
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, BEAM WEALTH ADVISORS, INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1803426): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PIER 88 INVESTMENT PARTNERS LLC | United States | $0.402B | 112 |
| INTEGRAL INVESTMENT ADVISORS, INC. | United States | $0.402B | 174 |
| MERIDIAN MANAGEMENT CO | United States | $0.402B | 101 |
| United Wealth Management, LLC | United States | $0.402B | 24 |
| Bridgefront Capital, LLC | United States | $0.402B | 503 |
| TRV GP V, LLC | United States | $0.401B | 3 |
| CITIZENS & NORTHERN CORP | United States | $0.401B | 119 |
| Steamboat Capital Partners, LLC | United States | $0.403B | 56 |
| Strengthening Families & Communities, LLC | United States | $0.401B | 589 |
| Alpine Investment Management Ltd | Hong Kong | $0.401B | 13 |