BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in WBI — WaterBridge Infrastructure LLC
CIK 1654599
MORRISTOWN, NJ
Position in WBI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$17,135
+$3,740 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 162 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $330,883 across 5 Oil & Gas Equipment & Services names. WBI ranks #4 (5.2% of the industry book) .
All Filings in WBI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,135 | 500 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,395 | 500 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||