BYD CO LTD SHS H - Y1023R104
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | History | New | 140,689 | 1,926 | 0.0% | — | 1 | +140,689 | New | Q1 2026 | May 04, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 6,000 | 82 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 2,064 | 27 | 0.01% | — | 4 | +2,064 | New | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,025 | 27 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ORG Partners LLC | History | No change | 2,064 | 25 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strengthening Families & Communities, LLC | History | New | 600 | 8 | 0.0% | — | 6 | +600 | New | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |