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Creative Planning

Position in BELFA — Bel Fuse Inc /Nj

CIK 1540235 OVERLAND PARK, KS

Position in BELFA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,150,368
+$3,423,197 QoQ
Shares Held
21,470
+14.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 257 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BELFA Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

Creative Planning holds $333,278,470 across 27 Electronic Components names. BELFA ranks #15 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BELFA

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 BELFB $7,150,368 21,470
2026-03-31 BELFB $3,727,171 18,826
2025-12-31 BELFB $2,546,994 15,015
2025-09-30 BELFB $1,855,540 13,158
2025-06-30 BELFB $1,100,672 11,267
2025-03-31 BELFB $805,044 10,754
2024-12-31 BELFB $736,868 8,935
2024-09-30 BELFB $646,922 8,240
2024-06-30 BELFB $343,943 5,272