Position in BKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,768
-$915 QoQ
Shares Held
176
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,012
of 1,135 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $45,347 across 4 Oil & Gas Equipment & Services names. BKR ranks #3 (21.5% of the industry book) .
All Filings in BKR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,768 | 176 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,683 | 175 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||