BWM Planning, LLC

Position in SBR — Sabine Royalty Trust

CIK 2039698 THE WOODLANDS, TX

Position in SBR

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,623,727

+$145,907 QoQ

Shares Held

21,552

0.0% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

BWM Planning, LLC holds $5,293,469 across 4 Oil & Gas Midstream names. SBR ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	104,397	$2,246,623
2	SBR	Sabine Royalty Trust This page	21,552	$1,623,727
3	WES	Western Midstream Partners, LP	28,325	$1,166,140
4	ET	Energy Transfer LP	13,315	$256,979

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,623,727	21,552	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,477,820	21,552	0.0%	Shares	Sole	2026-01-14
2025-09-30	$1,712,521	21,552	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,437,087	21,552	0.0%	Shares	Sole	2025-08-12
2025-03-31	$1,458,854	21,552	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,396,785	21,552	0.0%	Shares	Sole	2025-01-23
2024-09-30	$1,331,267	21,552	—	Shares	Sole	2024-10-09
No filing history on record for this holder in this stock.