BEEM β€” BEAM GLOBAL

Ownership history in SHUFRO ROSE & CO LLC  Β·  7 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported BEAM GLOBAL (BEEM) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 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.

What this BEEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO LLC'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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 SHUFRO ROSE & CO LLC held BEEM β€” position size vs. price
% of Fund (quarterly)    BEEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 15,000 β€” 0% 0.00% $22K 2026-02-14 (Est.) $1.46
2025 Q3 UNCHANGED 15,000 β€” 0% 0.00% $31K 2025-11-12 $1.86
2025 Q2 UNCHANGED 15,000 β€” 0% 0.00% $31K 2025-08-11 $2.24
2025 Q1 ADDED 15,000 +5,000 +50.0% 0.00% $31K 2025-05-08 $1.48
2024 Q3 UNCHANGED 10,000 β€” 0% 0.00% $46K 2024-11-12 $4.39
2024 Q2 UNCHANGED 10,000 β€” 0% 0.00% $46K 2024-08-13 $5.75
2024 Q1 INITIATED 10,000 β€” β€” 0.01% $68K 2024-05-08 $6.30

🏒 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 SHUFRO ROSE & CO 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 SHUFRO ROSE & CO LLC reported owning BEEM?

SHUFRO ROSE & CO LLC reported BEEM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BEEM position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for BEEM was 0.01% in 2024 Q1.

What is the latest reported BEEM position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 15,000 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this BEEM ownership page compare?

The chart compares SHUFRO ROSE & CO 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.

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