Position in BEAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,080,478
-$808,432 QoQ
Shares Held
60,620
-50.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#82
of 273 holders
Holding Since
Jun 2021
18 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, 2026Clearstead Advisors, LLC holds $22,018,760 across 201 Biotechnology names. BEAM ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIR |
Vir Biotechnology, Inc.
|
608,234 | $6,197,904 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
341,711 | $2,991,679 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
4,510 | $2,240,252 | |
| 4 | BEAM |
Beam Therapeutics Inc.
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|
60,620 | $2,080,478 | |
| 5 | NAUT |
Nautilus Biotechnology, Inc.
|
892,787 | $1,669,511 | |
| 6 | SRRK |
Scholar Rock Holding Corp
|
13,058 | $718,190 | |
| 7 | RVMD |
Revolution Medicines, Inc.
|
3,813 | $714,098 | |
| 8 | SANA |
Sana Biotechnology, Inc.
|
170,739 | $595,879 |
All Filings in BEAM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,080,478 | 60,620 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,888,910 | 121,230 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,580 | 1,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,405 | 1,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,515 | 1,500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,295 | 1,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,646 | 1,518 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,750 | 1,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,145 | 1,500 | Shares | Sole | 2024-08-12 | |
| 2023-06-30 | $478 | 15 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $459 | 15 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $586 | 15 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $714 | 15 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $580 | 15 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $859 | 15 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,195 | 15 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,305 | 15 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,930 | 15 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||