Position in BE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,745
+$21,403 QoQ
Shares Held
128
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,147
of 1,276 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $73,024 across 5 Electrical Equipment & Parts names. BE ranks #1 (53.1% of the industry book) .
All Filings in BE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,745 | 128 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,342 | 128 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,068 | 277 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,425 | 277 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,625 | 277 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,131 | 261 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,020 | 181 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,911 | 181 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,456 | 119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,337 | 119 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||