Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
BEAM holding history
Beam Therapeutics Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BEAM overviewAll 13F holders of BEAMFull Q2 2026 holdings
- Shares (Q2 2026)
- 60,620
- Value
- $2.08M
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 60,620 | $2.08M | <0.1% | −60,610−50.0% | Reduced | Holders |
| Q1 2026 | 121,230 | $2.89M | <0.1% | +119,730+7,982.0% | Added | Holders |
| Q4 2025 | 1,500 | $41.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,500 | $36.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,500 | $25.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,500 | $29.3K | <0.1% | −18−1.2% | Reduced | Holders |
| Q4 2024 | 1,518 | $37.6K | <0.1% | +18+1.2% | Added | Holders |
| Q3 2024 | 1,500 | $36.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,500 | $35.1K | <0.1% | +1,500 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −15−100.0% | Sold out | Holders |
| Q2 2023 | 15 | $479 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 15 | $460 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 15 | $587 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 15 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 15 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 15 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 15 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 15 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 15 | $2.00K | <0.1% | +15 | New | Holders |