Position in TK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,964,680
-$452,509 QoQ
Shares Held
196,468
-0.8% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#40
of 176 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TK Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $5,651,051 across 2 Oil & Gas Midstream names. TK ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
49,588 | $3,686,371 | |
| 2 | TK |
Teekay Corp Ltd
This page
|
196,468 | $1,964,680 |
All Filings in TK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,680 | 196,468 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,417,189 | 197,968 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,783,298 | 197,486 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,656,875 | 202,552 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,655,387 | 200,653 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,311,391 | 199,603 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,329,021 | 191,778 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||