Position in PR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,324,526
+$388,832 QoQ
Shares Held
62,126
-9.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $2,226,740 across 5 Oil & Gas E&P names.
All Filings in PR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,526 | 62,126 | Shares | Defined | 2026-05-11 | |
| 2025-06-30 | $935,694 | 68,700 | Shares | Defined | 2025-08-11 | |
| 2024-09-30 | $1,807,897 | 132,836 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,344,649 | 83,260 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $727,729 | 77,418 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||