PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in BEAM — Beam Therapeutics Inc.
CIK 2145782
WALTHAM, MA
Position in BEAM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,882
+$881 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 274 holders
Holding Since
Mar 2025
6 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $53,483 across 4 Biotechnology names. BEAM ranks #2 (5.4% of the industry book) .
All Filings in BEAM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,882 | 84 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,001 | 84 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,328 | 84 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $2,038 | 84 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $1,428 | 84 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $820 | 42 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||