Position in BKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$285,159
-$21,983 QoQ
Shares Held
5,138
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#804
of 1,136 holders
Holding Since
Mar 2025
5 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, 2026Legacy Financial Advisors, Inc. holds $909,221 across 3 Oil & Gas Equipment & Services names. BKR ranks #2 (31.4% of the industry book) .
All Filings in BKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,159 | 5,138 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $307,142 | 5,031 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $223,601 | 4,910 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $222,747 | 4,572 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $215,574 | 4,905 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||