Position in BKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,227,492
-$276,717 QoQ
Shares Held
40,135
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#456
of 1,136 holders
Holding Since
Mar 2020
14 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,327,892 across 4 Oil & Gas Equipment & Services names. BKR ranks #1 (95.7% of the industry book) .
All Filings in BKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,492 | 40,135 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,504,209 | 41,019 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,861,447 | 40,875 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,047,408 | 42,024 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,083,756 | 28,267 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,216,271 | 27,674 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $3 | 105 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,010 | 60 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5 | 175 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2 | 50 | Shares | Sole | 2023-11-13 | |
| 2020-12-31 | $938 | 45 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $598 | 45 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $692 | 45 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,417 | 135 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||