Position in BKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$676,323
-$56,704 QoQ
Shares Held
12,186
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#652
of 1,136 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026NewEdge Wealth, LLC holds $1,865,723 across 4 Oil & Gas Equipment & Services names. BKR ranks #1 (36.2% of the industry book) .
All Filings in BKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,323 | 12,186 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $733,027 | 12,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $407,674 | 8,952 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,896,480 | 65,904 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,584,465 | 63,005 | Shares | Sole | 2025-02-05 | |
| 2021-09-30 | $263,275 | 10,646 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||