Position in BKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$318,619
-$54,911 QoQ
Shares Held
5,219
-38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 4.3303314811266524.ToString("F0")%
Shared 0.ToString("F0")%
None 95.66966851887335.ToString("F0")%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $21,962,976 across 6 Oil & Gas Equipment & Services names. BKR ranks #5 (1.5% of the industry book) .
All Filings in BKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,619 | 5,219 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $373,530 | 8,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $329,062 | 8,022 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||