Position in BKR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$343,162
+$80,898 QoQ
Shares Held
5,621
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026Larry Mathis Financial Planning, LLC holds $331,938 across 1 Oil & Gas Equipment & Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
7,140 | $331,938 |
All Filings in BKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,162 | 5,621 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $262,264 | 5,759 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||