Skip to main content

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

BEAM holding history

Beam Therapeutics Inc. in every 13F filed by Selective Wealth Management, Inc., 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of BEAM by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−3−100.0%Sold outHolders
Q2 20223$00.0%00.0%UnchangedHolders
Q1 20223$00.0%00.0%UnchangedHolders
Q4 20213$00.0%00.0%UnchangedHolders
Q3 20213$00.0%00.0%UnchangedHolders
Q2 20213$00.0%00.0%UnchangedHolders
Q1 20213$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.