Position in BEAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,172
New position
Shares Held
850
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 56 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Biotechnology
Healthcare · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $80,240 across 9 Biotechnology names. BEAM ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEAM |
Beam Therapeutics Inc.
This page
|
850 | $29,172 | |
| 2 | PRTA |
Prothena Corp Public Ltd Co
|
1,500 | $14,685 | |
| 3 | MRNA |
Moderna, Inc.
|
185 | $12,955 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
200 | $10,908 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
100 | $6,036 | |
| 6 | QURE |
uniQure N.V.
|
100 | $4,606 | |
| 7 | NVAX |
Novavax Inc
|
100 | $942 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
5 | $936 |
All Filings in BEAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,172 | 850 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||