Security key
07373B109
- Security type / class
- Equity / COM
- Total 13F shares
- 2,775,896
- Share change
- +767,377
- Total reported value
- $7,175,380
- Put/Call ratio
- 8.6%
- Reported price per share
- $2.88
- Number of holders
- 42
- Value change
- +$1,870,751
- Number of buys
- 17
- Number of sells
- 8
Security identity
Holder snapshot
Report period
Q3 2025
Institutions
42
Top holders
10
BEEM full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Beam Global SEC filings
Beam Global company facts
Broader feeds
Reporting periods
Holder history for CUSIP 07373B109
Recent filing periods:
Ownership snapshot
Top reported holders of BEEM - Beam Global - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Townsend Battery Partners...
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2025
3/4/5
13F
Highest disclosed value: $5,557,650
Showing 1-6 of 15 holder rows.
Rank 1 holder
Townsend Battery Partners, LLC
3/4/5
- Ownership
- —
- Position
- $5.56M
Rank 2 holder
Desmond C. Wheatley
3/4/5
- Ownership
- —
- Position
- $1.41M
Rank 3 holder
INTEGRITY WEALTH ADVISORS, INC.
13F
- Ownership
- —
- Position
- $1.05M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Townsend Battery Partners, LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$5,557,650
1,005,000 shares
|
— | 14 Nov 2022 |
| Desmond C. Wheatley |
3/4/5
Chief Executive Officer, Director
|
—
mixed-class rows
|
$1,407,610
722,311 shares
mixed-class rows
|
— | 04 Jun 2025 |
| INTEGRITY WEALTH ADVISORS, INC. |
13F
Company
|
—
class O/S missing
|
$1,047,520
717,479 shares
|
— | 30 Jun 2025 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$886,189
606,979 shares
|
— | 30 Jun 2025 |
| Mark Joseph Myers |
3/4/5
Chief Operating Officer
|
—
class O/S missing
|
$295,000
50,000 shares
|
— | 16 Jan 2024 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$219,439
150,301 shares
|
— | 30 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
42
Shares
2,775,896
Rows available
42
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
36
Q3 2025 holders
42
Holder diff
6
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend