Position in SBR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$384,666
-$11,245 QoQ
Shares Held
5,255
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#23
of 41 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $9,171,283 across 5 Oil & Gas Midstream names. SBR ranks #4 (4.2% of the industry book) .
All Filings in SBR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,666 | 5,255 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $395,911 | 5,255 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $360,335 | 5,255 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $417,562 | 5,255 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $350,403 | 5,255 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $355,710 | 5,255 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $340,576 | 5,255 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $324,601 | 5,255 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||