Position in SLB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,878
+$1,392 QoQ
Shares Held
234
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,555
of 1,687 holders
Holding Since
Sep 2025
2 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, 2026United Financial Planning Group LLC holds $43,626 across 4 Oil & Gas Equipment & Services names. SLB ranks #3 (24.9% of the industry book) .
All Filings in SLB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,878 | 234 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $9,486 | 276 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||