Institute for Wealth Management, LLC.
Position in BEAM — Beam Therapeutics Inc.
CIK 1533954
DENVER, CO
Position in BEAM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,809
-$330,837 QoQ
Shares Held
111
-95.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 274 holders
Holding Since
Jun 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,270,960 across 30 Biotechnology names. BEAM ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
108,643 | $4,238,163 | |
| 2 | IMMX |
Immix Biopharma, Inc.
|
337,552 | $3,480,161 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,202 | $1,590,529 | |
| 4 | ABSI |
Absci Corp
|
99,892 | $1,157,748 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
586 | $365,394 | |
| 6 | RPRX |
Royalty Pharma plc
|
1,688 | $94,646 | |
| 7 | TECH |
BIO-TECHNE Corp
|
860 | $60,759 | |
| 8 | ARGX |
Argenx SE
|
47 | $43,605 |
All Filings in BEAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,809 | 111 | Shares | Sole | 2026-07-28 | |
| 2021-06-30 | $334,646 | 2,600 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||