Summit Financial, LLC

Position in BKR — Baker Hughes Co

CIK 1765536 PARSIPPANY, NJ

Position in BKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$327,616

-$7,548 QoQ

Shares Held

5,903

+7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#770

of 1,136 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Summit Financial, LLC holds $3,279,568 across 4 Oil & Gas Equipment & Services names. BKR ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	29,042	$1,350,162
2	NOV	NOV Inc.	60,881	$1,129,342
3	HAL	Halliburton Co	13,916	$472,448
4	BKR	Baker Hughes Co This page	5,903	$327,616

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,616	5,903	+7.5%	Shares	Sole	2026-08-12
2026-03-31	$335,164	5,490	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$249,741	5,484	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$263,964	5,418	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$212,250	5,536	+6.5%	Shares	Sole	2025-08-13
2024-12-31	$213,180	5,197	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.