BEAM β€” BEAM THERAPEUTICS INC

Ownership history in SIGNATUREFD, LLC  Β·  18 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported BEAM THERAPEUTICS INC (BEAM) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BEAM 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 BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in BEAM THERAPEUTICS INC, 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

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

High-water mark
Peak Conviction
0.0% 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
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 SIGNATUREFD, LLC held BEAM β€” position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 74 +49 +196.0% 0.00% $2K 2026-04-07 $24.49
2025 Q2 REDUCED 25 -370 -93.7% 0.00% $425 2025-07-16 $20.07
2025 Q1 REDUCED 395 -32 -7.5% 0.00% $8K 2025-05-02 $20.24
2024 Q4 REDUCED 427 -147 -25.6% 0.00% $11K 2025-02-10 $26.57
2024 Q3 REDUCED 574 -148 -20.5% 0.00% $14K 2024-10-21 $23.15
2024 Q2 REDUCED 722 -346 -32.4% 0.00% $17K 2024-07-29 $32.04
2024 Q1 ADDED 1,068 +47 +4.6% 0.00% $35K 2024-05-03 $23.13
2023 Q4 REDUCED 1,021 -1,661 -61.9% 0.00% $28K 2024-02-01 $26.43
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BEAM

As of 2026 Q1 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About SIGNATUREFD, LLC and BEAM

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

How long has SIGNATUREFD, LLC reported owning BEAM?

SIGNATUREFD, LLC reported BEAM across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEAM position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for BEAM was 0.00% in 2024 Q1.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 74 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this BEAM ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly BEAM 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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