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Disclosery

INVESTED ADVISORS: BEPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTED ADVISORS on BEPC, newest first. How the timeline and the estimate are built.

INVESTED ADVISORS held 5,601 BEPC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,601 shares
    Change vs previous 13F -2,749 shares

    0.18% of the 13F portfolio, value $207,909.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,350 shares
    Change vs previous 13F -3,745 shares

    0.34% of the 13F portfolio, value $332,581.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,095 shares
    Change vs previous 13F +415 shares

    0.48% of the 13F portfolio, value $463,718.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,680 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $322,134.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).