Position in BKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$324,064
-$34,848 QoQ
Shares Held
5,839
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#777
of 1,142 holders
Holding Since
Sep 2022
11 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, 2026Icon Wealth Advisors, LLC holds $16,136,250 across 4 Oil & Gas Equipment & Services names. BKR ranks #3 (2.0% of the industry book) .
All Filings in BKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,064 | 5,839 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $358,912 | 5,879 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $268,913 | 5,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,631 | 5,288 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,419 | 5,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,252 | 5,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,102 | 5,512 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $205,295 | 5,679 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $195,405 | 5,833 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $196,193 | 5,740 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $123,915 | 5,912 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||