Position in BE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,478,689
+$956,511 QoQ
Shares Held
4,885
+26.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#629
of 1,272 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $4,624,305 across 6 Electrical Equipment & Parts names. BE ranks #2 (32.0% of the industry book) .
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,689 | 4,885 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $522,178 | 3,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,174 | 3,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $285,339 | 3,374 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||