Position in BEATW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$130,079
-$82,126 QoQ
Shares Held
173,439
-0.3% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 41 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in BEATW Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $1,993,794 across 4 Health Information Services names. BEATW ranks #4 (6.5% of the industry book) .
All Filings in BEATW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,079 | 173,439 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $212,205 | 173,939 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $420,453 | 175,189 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $290,381 | 175,989 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $178,306 | 142,645 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $286,716 | 142,645 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $239,995 | 104,346 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $240,400 | 103,621 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $233,908 | 91,015 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $196,832 | 90,290 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $193,087 | 82,165 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $160,959 | 74,865 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $162,349 | 67,365 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $146,335 | 64,465 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $298,734 | 61,216 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||