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Beam Global shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Beam Global (BEEM) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Beam Global

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All positions including Beam Global held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beam Global by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8k 1.0k 6.80
2023-12-31 $7.1k 1.0k 7.09
2023-09-30 $7.4k 1.0k 7.38
2023-06-30 $10k 1.0k 10.35
2023-03-31 $16k 1.0k 15.91
2022-12-31 $18k 1.0k 17.47
2022-09-30 $12k 1.0k 12.00
2022-06-30 $16k 1.0k 16.00
2022-03-31 $20k 1.0k 20.00
2021-12-31 $19k 1.0k 19.00
2021-09-30 $27k 1.0k 27.00
2021-06-30 $38k 1.0k 38.00
2021-03-31 $43k 1.0k 43.00
2020-12-31 $74k 1.0k 74.00
2020-09-30 $12k 1.0k 12.00