Position in BEEM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,230,960
+$116,843 QoQ
Shares Held
837,388
+12.7% QoQ
Ownership
3.70%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEEM Over Time
Shares Held
Position Value (USD)
Derivatives in BEEM
reported options exposure · as of Mar 31, 2026CallValue
$404,250
CallShares
275,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Mar 31, 2026INTEGRITY WEALTH ADVISORS, INC. holds $1,230,960 across 1 Solar name. BEEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEEM |
Beam Global
This page
|
837,388 | $1,230,960 |
All Filings in BEEM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,250 | 275,000 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $1,230,960 | 837,388 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $812,250 | 541,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,114,117 | 742,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $301,248 | 104,600 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $3,694,685 | 1,282,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,047,519 | 717,479 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,415,127 | 693,690 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $2,520,273 | 795,039 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $253,600 | 80,000 | Call | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||