Position in BORR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$330,400
-$131,200 QoQ
Shares Held
80,000
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#8
of 36 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BORR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $333,127 across 5 Oil & Gas Drilling names. BORR ranks #1 (99.2% of the industry book) .
All Filings in BORR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,400 | 80,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $461,600 | 80,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $322,400 | 80,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $215,200 | 80,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $146,400 | 80,000 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||