Position in BKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,026,306
-$36,086 QoQ
Shares Held
18,492
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#585
of 1,136 holders
Holding Since
Dec 2024
7 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,009,675 across 3 Oil & Gas Equipment & Services names. BKR ranks #1 (51.1% of the industry book) .
All Filings in BKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,306 | 18,492 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,062,392 | 17,402 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $866,125 | 19,019 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $913,158 | 18,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $622,718 | 16,242 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $649,756 | 14,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $607,998 | 14,822 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||