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Disclosery

LPL Financial LLC: BEAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BEAM, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 56,646 BEAM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,646 shares
    Change vs previous 13F -10,287 shares

    <0.01% of the 13F portfolio, value $1,944,074.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 66,933 shares
    Change vs previous 13F +11,314 shares

    <0.01% of the 13F portfolio, value $1,595,001.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 55,619 shares
    Change vs previous 13F +11,872 shares

    <0.01% of the 13F portfolio, value $1,541,745.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 43,747 shares
    Change vs previous 13F +7,514 shares

    <0.01% of the 13F portfolio, value $1,061,728.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 36,233 shares
    Change vs previous 13F +6,776 shares

    <0.01% of the 13F portfolio, value $616,315.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 29,457 shares
    Change vs previous 13F +1,759 shares

    <0.01% of the 13F portfolio, value $575,295.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 27,698 shares
    Change vs previous 13F +1,462 shares

    <0.01% of the 13F portfolio, value $686,910.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 26,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $642,782.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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