Position in BKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,504
+$267,766 QoQ
Shares Held
4,928
+5142.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#816
of 1,137 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $341,844 across 2 Oil & Gas Equipment & Services names. BKR ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
This page
|
4,928 | $273,504 | |
| 2 | SLB |
Slb Limited/Nv
|
1,470 | $68,340 |
All Filings in BKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,504 | 4,928 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,738 | 94 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,280 | 94 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,579 | 94 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,603 | 94 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,131 | 94 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,676 | 114 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,398 | 94 | Shares | Sole | 2024-11-12 | |
| 2020-12-31 | $1,668 | 80 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,089 | 82 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||