Position in BKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$473,026
-$42,541 QoQ
Shares Held
8,523
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#703
of 1,137 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, 2026Retirement Planning Group, LLC holds $3,419,084 across 5 Oil & Gas Equipment & Services names. BKR ranks #3 (13.8% 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 | $473,026 | 8,523 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $515,567 | 8,445 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $381,124 | 8,369 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $405,886 | 8,331 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $313,927 | 8,188 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $327,383 | 7,449 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $303,219 | 7,392 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $265,955 | 7,357 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||