Position in BEEM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,300
-$170 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 49 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEEM Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $19,777 across 6 Solar names. BEEM ranks #3 (6.6% of the industry book) .
All Filings in BEEM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300 | 1,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,470 | 1,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,500 | 1,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,880 | 1,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,460 | 1,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,040 | 1,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,170 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,910 | 1,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,610 | 1,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,800 | 1,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,090 | 1,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,380 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,350 | 1,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,910 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,470 | 1,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,200 | 1,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,520 | 1,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,450 | 1,000 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,600 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,370 | 1,000 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $38,310 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $43,360 | 1,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $73,780 | 1,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,160 | 1,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||