Position in BKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,053
New position
Shares Held
37
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,087
of 1,136 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Asset Planning,Inc holds $70,487 across 3 Oil & Gas Equipment & Services names. BKR ranks #2 (2.9% of the industry book) .
All Filings in BKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053 | 37 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||