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Disclosery

WealthTrust Axiom LLC: BEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on BEP, newest first. How the timeline and the estimate are built.

WealthTrust Axiom LLC held 13,425 BEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,425 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $466,250.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
    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 13,425 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $438,192.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    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 13,425 shares
    Change vs previous 13F -270 shares

    0.09% of the 13F portfolio, value $362,072.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    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 13,695 shares
    Change vs previous 13F -1,920 shares

    0.09% of the 13F portfolio, value $353,203.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,615 shares
    Change vs previous 13F -750 shares

    0.12% of the 13F portfolio, value $398,347.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,365 shares
    Change vs previous 13F -1,575 shares

    0.11% of the 13F portfolio, value $362,656.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,940 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $408,860.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,940 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $505,559.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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