Position in BKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$103,507
-$65,113 QoQ
Shares Held
1,865
-32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 1,136 holders
Holding Since
Dec 2020
21 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $643,914 across 4 Oil & Gas Equipment & Services names. BKR ranks #2 (16.1% of the industry book) .
All Filings in BKR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,507 | 1,865 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $168,620 | 2,762 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $119,405 | 2,622 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $127,743 | 2,622 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $44,321 | 1,156 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $45,268 | 1,030 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $42,086 | 1,026 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $63,840 | 1,766 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $62,110 | 1,766 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $59,161 | 1,766 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $60,361 | 1,766 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $78,798 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $70,521 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $64,386 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $65,881 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $46,761 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $64,408 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $81,230 | 2,231 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $480 | 21 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $453 | 21 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,169 | 152 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||