Position in BKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,169,200
-$4,799,518 QoQ
Shares Held
345,391
-12.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#179
of 1,135 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Gradient Investments LLC holds $22,418,933 across 4 Oil & Gas Equipment & Services names. BKR ranks #1 (85.5% of the industry book) .
All Filings in BKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,169,200 | 345,391 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $23,968,718 | 392,608 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,829,950 | 457,399 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $22,982,247 | 471,721 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $17,602,929 | 459,127 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $15,955,564 | 363,039 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $13,315,789 | 324,617 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $703 | 20 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $670 | 20 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,050 | 60 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,942 | 55 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,738 | 55 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,164 | 75 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,644 | 225 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $859 | 41 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $214,388 | 7,426 | Shares | Sole | 2022-07-11 | |
| 2021-12-31 | $89,479 | 3,719 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $76,292 | 3,085 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $80,753 | 3,531 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $40,626 | 1,880 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||