Position in BKR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$239,438
New position
Shares Held
3,922
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 60%
Shared 0%
None 40%
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Soltis Investment Advisors LLC holds $15,354,266 across 5 Oil & Gas Equipment & Services names. BKR ranks #4 (1.6% of the industry book) .
All Filings in BKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,438 | 3,922 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||