Position in BEAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$688,459
+$210,430 QoQ
Shares Held
20,060
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#126
of 274 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026HEADINVEST, LLC holds $1,889,298 across 3 Biotechnology names. BEAM ranks #2 (36.4% of the industry book) .
All Filings in BEAM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,459 | 20,060 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $478,029 | 20,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556,063 | 20,060 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $450,451 | 18,560 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $3,848 | 160 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||