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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 6,000 | 55 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,064 | 19 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 600 | 5 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Winch Advisory Services, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Ascentis Independent Advisors | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Nov 03, 2026 |