Bernard Wealth Management Corp.
Position in BETA — BETA Technologies, Inc.
CIK 2056313
ROYAL OAK, MI
Position in BETA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$441
-$405 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Bernard Wealth Management Corp. holds $428,533 across 6 Aerospace & Defense names. BETA ranks #4 (0.1% of the industry book) .
All Filings in BETA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441 | 30 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $846 | 30 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||