Position in EQT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$825,730
-$199,574 QoQ
Shares Held
15,530
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#548
of 1,093 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $2,643,779 across 4 Oil & Gas E&P names. EQT ranks #2 (31.2% of the industry book) .
All Filings in EQT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,730 | 15,530 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,025,304 | 16,111 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $385,511 | 9,373 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $305,506 | 9,574 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||