BWM Planning, LLC

Position in SBR — Sabine Royalty Trust

CIK 2039698 THE WOODLANDS, TX

Position in SBR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,577,606

-$46,121 QoQ

Shares Held

21,552

0.0% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

2.36%

of 13F equity value

Holder Rank

#31

of 149 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BWM Planning, LLC holds $5,689,920 across 4 Oil & Gas Midstream names. SBR ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	104,397	$2,614,100
2	SBR	Sabine Royalty Trust This page	21,552	$1,577,606
3	WES	Western Midstream Partners, LP	28,325	$1,239,502
4	ET	Energy Transfer LP	13,531	$258,712

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,577,606	21,552	0.0%	Shares	Sole	2026-07-23
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.