Position in BKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$244,200
-$40,598 QoQ
Shares Held
4,400
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#832
of 1,136 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Whalen Wealth Management Inc. holds $1,398,962 across 3 Oil & Gas Equipment & Services names. BKR ranks #3 (17.5% 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 | $244,200 | 4,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $284,798 | 4,665 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $287,903 | 6,322 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $306,400 | 6,289 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $544,276 | 12,384 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||