Position in EQT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,750
-$2,314 QoQ
Shares Held
221
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#968
of 1,092 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $671,505 across 3 Oil & Gas E&P names. EQT ranks #3 (1.7% of the industry book) .
All Filings in EQT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,750 | 221 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,064 | 221 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,845 | 221 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,029 | 221 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,888 | 221 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,808 | 221 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,190 | 221 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,097 | 221 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,172 | 221 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||