Position in BME
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,053,201
+$98,901 QoQ
Shares Held
140,936
-8.8% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
8.62%
of 13F equity value
Holder Rank
#1
of 27 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BME Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Nova R Wealth, Inc. holds $9,264,491 across 4 Asset Management names. BME ranks #1 (65.3% of the industry book) .
All Filings in BME
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,053,201 | 140,936 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,954,300 | 154,617 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,488,115 | 230,686 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,446,181 | 253,725 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,257,984 | 281,349 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,127,009 | 313,846 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,146,779 | 320,242 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,961,390 | 332,969 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,882,137 | 339,832 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,830,091 | 357,869 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $15,284,412 | 377,766 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $15,674,720 | 400,376 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $16,692,311 | 410,736 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $19,048,727 | 455,058 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $19,782,051 | 453,925 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $18,052,154 | 465,022 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $20,031,752 | 472,447 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $22,625,124 | 497,037 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $25,595,487 | 527,742 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||