BEAM WEALTH ADVISORS, INC.
Position in JOF — Japan Smaller Capitalization Fund Inc
CIK 1803426
COVINGTON, LA
Position in JOF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$267,050
-$70,890 QoQ
Shares Held
24,500
-19.7% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JOF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BEAM WEALTH ADVISORS, INC. holds $4,035,214 across 3 Asset Management names. JOF ranks #3 (6.6% of the industry book) .
All Filings in JOF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,050 | 24,500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $337,940 | 30,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $342,550 | 32,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $322,940 | 33,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $285,260 | 34,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $260,780 | 34,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $317,568 | 38,400 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $306,232 | 40,400 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||