Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

BEAM holding history

Beam Therapeutics Inc. in every 13F filed by Summit Financial, 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 (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of BEAM by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−2,000−100.0%Sold outHolders
Q2 20212,000$257.4K<0.1%+2,000NewHolders