Position in JELD
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$3,033
+$526 QoQ
Shares Held
2,022
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JELD Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bernard Wealth Management Corp. holds $18,293 across 3 Building Products & Equipment names. JELD ranks #2 (16.6% of the industry book) .
All Filings in JELD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,033 | 2,022 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $2,507 | 2,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,974 | 2,022 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $19,257 | 3,922 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,374 | 3,922 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||