Institute for Wealth Management, LLC.

Position in BEEM — Beam Global

CIK 1533954 DENVER, CO

Position in BEEM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$104

New position

Shares Held

80

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 49 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $157,266 across 3 Solar names. BEEM ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	660	$155,733
2	NXT	Nextpower Inc.	12	$1,429
3	BEEM	Beam Global This page	80	$104

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104	80	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.