Position in SBR
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$788,508
New position
Shares Held
10,466
first reported quarter
Ownership
0.072%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GK Wealth Management LLC holds $215,139 across 1 Oil & Gas Midstream name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
2,894 | $215,139 |
All Filings in SBR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $788,508 | 10,466 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||