Position in BKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$370,462
+$28,216 QoQ
Shares Held
6,675
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#747
of 1,136 holders
Holding Since
Mar 2020
9 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, 2026Valeo Financial Advisors, LLC holds $1,696,455 across 3 Oil & Gas Equipment & Services names. BKR ranks #2 (21.8% of the industry book) .
All Filings in BKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,462 | 6,675 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $342,246 | 5,606 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $476,302 | 10,459 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $447,200 | 9,179 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $302,540 | 7,891 | Shares | Sole | 2025-09-12 | |
| 2021-03-31 | $1,296 | 60 | Shares | Sole | 2021-04-12 | |
| 2020-09-30 | $571 | 43 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,246 | 146 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,520 | 240 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||