JNBA Financial Advisors BEEM β€” BEAM GLOBAL

Ownership history in JNBA Financial Advisors  Β·  16 quarters on record

AI Ownership Summary

JNBA Financial Advisors reported BEAM GLOBAL (BEEM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JNBA Financial Advisors's position in BEAM GLOBAL, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 JNBA Financial Advisors 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 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $6K 2026-04-23 $1.80
2025 Q3 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $12K 2025-10-28 $2.85
2025 Q2 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $6K 2025-07-24 $2.74
2025 Q1 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $8K 2025-04-25 $1.53
2024 Q4 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $13K 2025-01-30 $2.75
2024 Q3 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $20K 2024-10-31 $5.03
2024 Q2 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $18K 2024-07-22 $6.02
2024 Q1 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $27K 2024-04-26 $6.54
2023 Q4 UNCHANGED β€” β€” β€” 4,000 β€” 0% 0.00% $28K 2024-02-08 $7.43
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BEEM

As of 2026 Q1 β€” sorted by position size

Green Alpha Advisors, LLC 3Y 0.06% Marex Group plc 0.0%

FAQ About JNBA Financial Advisors and BEEM

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

How long has JNBA Financial Advisors reported owning BEEM?

JNBA Financial Advisors reported BEEM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEEM position in JNBA Financial Advisors's portfolio?

The largest reported portfolio weight for BEEM was 0.00% in 2023 Q4.

What is the latest reported BEEM position on this page?

The most recent filing on this page is 2026 Q1, when JNBA Financial Advisors reported 4,000 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this BEEM ownership page compare?

The chart compares JNBA Financial Advisors'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.

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