Position in BKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$48,473
+$26,173 QoQ
Shares Held
794
+28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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, 2026Ascentis Independent Advisors holds $5,092 across 1 Oil & Gas Equipment & Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
150 | $5,092 |
All Filings in BKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,473 | 794 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $22,300 | 617 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||