Security record · archived quarter
BJUL
name pending profile ingest
1Tracked holders
0Δ holders
84.90KShares held
$4.75MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 84.90K | $4.75M | n/a | n/a |
| Q2 2026 | 17 | -1 | 1.13M | $61.17M | +2 | −3 |
| Q1 2026 | 19 | 0 | 1.00M | $49.69M | +4 | −4 |
| Q4 2025 | 19 | -1 | 1.15M | $58.39M | n/a | −1 |
| Q3 2025 | 3 | 0 | 33.98K | $1.69M | n/a | n/a |
| Q2 2025 | 1 | +1 | 20.60K | $970,784 | +1 | n/a |
| Q3 2024 | 1 | 0 | 19.55K | $854,162 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.28K | $554,755 | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 84.90K | +1.4% | $4.75M | 0.0% | ▲ Add | 4 | 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): 121 holders, 3.61M shares, $152.32M 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.
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 ·
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