BEAM Asset Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for BEAM Asset Management going back to Feb. 14, 2020
- Beam Wealth Advisors 2024 Q3 - filed Nov. 4, 2024 - new!
- Beam Wealth Advisors 2024 Q2 - filed Aug. 7, 2024
- Beam Wealth Advisors 2024 Q1 - filed April 30, 2024
- Beam Wealth Advisors 2023 Q4 - filed Jan. 31, 2024
- Beam Wealth Advisors 2023 Q3 - filed Oct. 26, 2023
- Beam Wealth Advisors 2023 Q2 - filed July 26, 2023
- Beam Wealth Advisors 2023 Q1 - filed April 26, 2023
- Beam Wealth Advisors 2022 Q4 - filed Jan. 23, 2023
- Beam Wealth Advisors 2022 Q3 - filed Oct. 20, 2022
- Beam Wealth Advisors 2022 Q2 - filed Aug. 1, 2022
- Beam Wealth Advisors 2022 Q1 - filed April 26, 2022
- Beam Wealth Advisors 2021 Q4 - filed Jan. 14, 2022
- BEAM Asset Management 2021 Q3 - filed Oct. 14, 2021
- BEAM Asset Management 2021 Q2 - filed July 13, 2021
- BEAM Asset Management 2021 Q1 - filed May 17, 2021
- BEAM Asset Management 2020 Q4 - filed Jan. 26, 2021
- BEAM Asset Management 2020 Q3 - filed Oct. 7, 2020
- BEAM Asset Management 2020 Q2 - filed July 7, 2020
- BEAM Asset Management 2020 Q1 - filed April 8, 2020
- BEAM Asset Management 2019 Q4 - filed Feb. 14, 2020