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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Quarterly reported holdings in Beam Global by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9k | 1.0k | 2.88 |
| 2025-06-30 | $1.5k | 1.0k | 1.46 |
| 2025-03-31 | $2.0k | 1.0k | 2.04 |
| 2024-12-31 | $3.2k | 1.0k | 3.17 |
| 2024-09-30 | $4.9k | 1.0k | 4.91 |
| 2024-06-30 | $4.6k | 1.0k | 4.61 |
| 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 |
More positions owned by Center for Financial Planning
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