Position in KEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,506,631
New position
Shares Held
55,208
first reported quarter
Ownership
0.105%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#96
of 466 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Marine Shipping
Industrials · as of Jun 30, 2026Bellars Harris Wealth Management, LLC holds $7,506,631 across 1 Marine Shipping name. KEX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
55,208 | $7,506,631 |
All Filings in KEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,506,631 | 55,208 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||