Bay Harbor Wealth Management, LLC
Position in HP — Helmerich & Payne, Inc.
CIK 1767989
Hunt Valley, MD
Position in HP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$687
+$219 QoQ
Shares Held
21
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 372 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Bay Harbor Wealth Management, LLC holds $3,237 across 6 Oil & Gas Drilling names. HP ranks #3 (21.2% of the industry book) .
All Filings in HP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687 | 21 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $468 | 13 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $258 | 9 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $44 | 2 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $15 | 1 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $52 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||