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Security record · archived quarter

BETA

BETA Technologies, Inc. · Industrials · Aerospace & Defense

18.03 -4.1% mkt cap $4.06B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025
1Tracked holders
0Δ holders
23.06KShares held
$472,756Reported value
+0New positions
−0Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 23.06K $472,756 n/a n/a
Q2 2026 74 +13 52.64M $881.53M +19 −5
Q1 2026 62 +10 48.95M $719.59M +17 −8
Q4 2025 53 +16 52.93M $1.49B +17 n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 23.06K +49.6% $472,756 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 145 holders, 107.66M shares, $1.55B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 02 Stone Michael Robert

Director · 13.12K sh @ 19.19 · $251,810

Sep 01 Stone Michael Robert

Director · 12.82K sh @ 19.58 · $250,989

Open-market sales (S)

Oct 14 Clark Kyle

Officer, Director · 10.00K sh · $175,789

Oct 13 Clark Kyle

Officer, Director · 10.00K sh · $185,309

Oct 12 Clark Kyle

Officer, Director · 10.00K sh · $199,079

Oct 09 Clark Kyle

Officer, Director · 10.00K sh · $206,625

Oct 08 Clark Kyle

Officer, Director · 10.00K sh · $203,720

Oct 07 Clark Kyle

Officer, Director · 10.00K sh · $201,889

Oct 06 Clark Kyle

Officer, Director · 10.00K sh · $208,979

Oct 05 Clark Kyle

Officer, Director · 10.00K sh · $212,959

Oct 02 Clark Kyle

Officer, Director · 10.00K sh · $217,738

Oct 01 Clark Kyle

Officer, Director · 10.00K sh · $220,027

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A: DAVIS CHARLES A

View original SEC filing ↗

Aug 14 SC 13G/A: Meyer Austin

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2026 · Methodology · Get this via the API