Position in SJT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$65,805
-$32,800 QoQ
Shares Held
20,500
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#44
of 82 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026DWR WEALTH MANAGEMENT, LLC holds $65,805 across 1 Oil & Gas E&P name. SJT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJT |
San Juan Basin Royalty Trust
This page
|
20,500 | $65,805 |
All Filings in SJT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,805 | 20,500 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $98,605 | 20,500 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $115,210 | 20,500 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||