Position in BKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$51,282
-$7,631 QoQ
Shares Held
924
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#927
of 1,136 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $205,341 across 6 Oil & Gas Equipment & Services names. BKR ranks #2 (25.0% of the industry book) .
All Filings in BKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,282 | 924 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,913 | 965 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||