Position in SBR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,174,786
New position
Shares Held
16,049
first reported quarter
Ownership
0.110%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#37
of 149 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $1,174,786 across 1 Oil & Gas Midstream name. SBR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBR |
Sabine Royalty Trust
This page
|
16,049 | $1,174,786 |
All Filings in SBR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,786 | 16,049 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||