Position in SD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$900,720
-$128,587 QoQ
Shares Held
65,746
+4.2% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#45
of 165 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $5,679,919 across 4 Oil & Gas E&P names. SD ranks #3 (15.9% of the industry book) .
All Filings in SD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,720 | 65,746 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,029,307 | 63,109 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $978,050 | 67,779 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,138,670 | 100,946 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,031,611 | 95,343 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,139,601 | 99,790 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,137,181 | 97,112 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,090,487 | 89,165 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,161,786 | 89,852 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,252,553 | 85,968 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,369,351 | 100,172 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||