NewEdge Advisors, LLC
Position in BWMX — Betterware De Mexico, S.A.P.I. De C.V
CIK 1633516
NEW ORLEANS, LA
Position in BWMX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$356,130
+$131,538 QoQ
Shares Held
19,796
+48.6% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 46 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BWMX Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $23,355,541 across 17 Specialty Retail names. BWMX ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
208,600 | $6,593,846 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
14,468 | $6,524,778 | |
| 3 | BBY |
Best Buy Co Inc
|
47,392 | $3,596,104 | |
| 4 | CASY |
Caseys General Stores Inc
|
2,523 | $2,005,255 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
5,741 | $1,302,116 | |
| 6 | WSM |
Williams Sonoma Inc
|
5,463 | $1,273,425 | |
| 7 | MUSA |
Murphy USA Inc.
|
1,471 | $792,677 | |
| 8 | FIVE |
Five Below, Inc
|
3,325 | $597,801 |
All Filings in BWMX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,130 | 19,796 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $224,592 | 13,321 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $213 | 15 | Shares | Sole | 2026-02-18 | |
| 2024-09-30 | $5,870 | 463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,166 | 559 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $13,786 | 690 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,909 | 137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,646 | 408 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||