Position in BE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,359,546
+$1,323,319 QoQ
Shares Held
7,795
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#542
of 1,276 holders
Holding Since
Mar 2026
2 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, 2026IAM Advisory, LLC holds $7,384,144 across 4 Electrical Equipment & Parts names. BE ranks #1 (32.0% of the industry book) .
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,359,546 | 7,795 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,036,227 | 7,648 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||