Position in BYD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$996,715
+$137,770 QoQ
Shares Held
11,284
+8.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 417 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BYD Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,982,513 across 4 Resorts & Casinos names. BYD ranks #1 (50.3% of the industry book) .
All Filings in BYD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,715 | 11,284 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $858,945 | 10,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $876,096 | 10,278 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $870,934 | 11,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,850 | 3,127 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||