Position in BKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$730,879
-$110,817 QoQ
Shares Held
13,169
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#639
of 1,136 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $4,148,625 across 5 Oil & Gas Equipment & Services names. BKR ranks #3 (17.6% of the industry book) .
All Filings in BKR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,879 | 13,169 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $841,696 | 13,787 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $546,070 | 11,991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $556,674 | 11,426 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $335,321 | 8,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $375,376 | 8,541 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $235,290 | 5,736 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $218,309 | 6,039 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||