Position in SLB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$566,527
-$59,711 QoQ
Shares Held
12,186
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#934
of 1,687 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Forza Wealth Management, LLC holds $566,527 across 1 Oil & Gas Equipment & Services name. SLB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
12,186 | $566,527 |
All Filings in SLB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,527 | 12,186 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $626,238 | 12,186 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $418,418 | 10,902 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $314,348 | 9,146 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $282,466 | 8,357 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $266,433 | 6,374 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $230,960 | 6,024 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $243,351 | 5,801 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $206,962 | 3,776 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $220,140 | 3,776 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $201,864 | 3,776 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||