Position in BKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,641
-$21,794 QoQ
Shares Held
462
-40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#961
of 1,136 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $60,049 across 4 Oil & Gas Equipment & Services names. BKR ranks #1 (42.7% of the industry book) .
All Filings in BKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,641 | 462 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $47,435 | 777 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $35,384 | 777 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||