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Disclosery

D.A. DAVIDSON & CO.: BEAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on BEAM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 100,628 BEAM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,628 shares
    Change vs previous 13F +1,636 shares

    0.02% of the 13F portfolio, value $3,453,553.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 98,992 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $2,358,979.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 98,883 shares
    Change vs previous 13F +4,253 shares

    0.02% of the 13F portfolio, value $2,741,037.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,630 shares
    Change vs previous 13F +8,949 shares

    0.01% of the 13F portfolio, value $2,296,670.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,681 shares
    Change vs previous 13F +14,824 shares

    0.01% of the 13F portfolio, value $1,457,434.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,857 shares
    Change vs previous 13F +19,448 shares

    0.01% of the 13F portfolio, value $1,383,837.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,409 shares
    Change vs previous 13F -2,438 shares

    0.01% of the 13F portfolio, value $1,274,943.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,319,252.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).