Position in BE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$105,140
+$39,452 QoQ
Shares Held
776
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Sound Income Strategies, LLC holds $766,402 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,289 | $766,402 |
All Filings in BE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,140 | 776 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $65,688 | 756 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $131,337 | 1,553 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $21,145 | 884 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,379 | 884 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,594 | 477 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,037 | 477 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,838 | 477 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,361 | 477 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,059 | 477 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,338 | 478 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,815 | 478 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,526 | 478 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||