Allied Private Wealth LLC BEEM β€” BEAM GLOBAL COM

Ownership history in Allied Private Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Allied Private Wealth LLC reported BEAM GLOBAL COM (BEEM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows BEEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BEEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allied Private Wealth LLC's position in BEAM GLOBAL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BEEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allied Private Wealth LLC held BEEM β€” position size vs. price
% of Fund (quarterly)    BEEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 6,439 β€” β€” 0.00% $8K 2026-07-09 $1.17

🏒 Other funds also holding BEEM

As of 2026 Q2 β€” sorted by position size

ARMSTRONG ADVISORY GROUP, INC 3Y 0.0%

FAQ About Allied Private Wealth LLC and BEEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allied Private Wealth LLC reported owning BEEM?

Allied Private Wealth LLC reported BEEM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BEEM position in Allied Private Wealth LLC's portfolio?

The largest reported portfolio weight for BEEM was 0.00% in 2026 Q2.

What is the latest reported BEEM position on this page?

The most recent filing on this page is 2026 Q2, when Allied Private Wealth LLC reported 6,439 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this BEEM ownership page compare?

The chart compares Allied Private Wealth LLC's quarterly BEEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Allied Private Wealth LLC Holdings