Position in BE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$385,639
+$186,198 QoQ
Shares Held
1,274
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#912
of 1,277 holders
Holding Since
Mar 2025
6 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, 2026Ascentis Wealth Management, LLC holds $602,768 across 3 Electrical Equipment & Parts names. BE ranks #1 (64.0% of the industry book) .
All Filings in BE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,639 | 1,274 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $199,441 | 1,472 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $132,246 | 1,522 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $164,911 | 1,950 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $46,644 | 1,950 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $38,337 | 1,950 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||