Position in BEAM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$280,634
+$45,347 QoQ
Shares Held
8,177
-3.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4
of 12 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Thrive Wealth Management, LLC holds $447,118 across 4 Biotechnology names. BEAM ranks #1 (62.8% of the industry book) .
All Filings in BEAM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,634 | 8,177 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $235,287 | 8,488 | Shares | Sole | 2026-01-12 | |
| 2024-03-31 | $228,802 | 6,925 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||