Position in SBR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$773,515
+$368,404 QoQ
Shares Held
10,267
+73.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $6,498,340 across 5 Oil & Gas Midstream names. SBR ranks #2 (11.9% of the industry book) .
All Filings in SBR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $773,515 | 10,267 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $405,111 | 5,908 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $469,449 | 5,908 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $393,945 | 5,908 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $399,912 | 5,908 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $308,819 | 4,765 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $294,334 | 4,765 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $308,247 | 4,765 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $303,006 | 4,765 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $255,492 | 3,765 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $330,818 | 5,020 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $331,018 | 5,020 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $360,486 | 5,020 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $428,959 | 5,020 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $356,821 | 5,020 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $305,617 | 5,020 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $289,905 | 5,020 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $209,233 | 5,020 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||