Steward Partners Investment Advisory, LLC
Position in WBI — WaterBridge Infrastructure LLC
CIK 1723397
STAMFORD, CT
Position in WBI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,655,246
+$1,451,064 QoQ
Shares Held
61,786
+505.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WBI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $20,780,261 across 25 Oil & Gas Equipment & Services names. WBI ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
|
94,473 | $5,509,665 | |
| 2 | FTI |
TechnipFMC plc
|
56,152 | $3,881,787 | |
| 3 | HAL |
Halliburton Co
|
73,900 | $2,881,361 | |
| 4 | SLB |
Slb Limited/Nv
|
42,584 | $2,188,391 | |
| 5 | WBI |
WaterBridge Infrastructure LLC
This page
|
61,786 | $1,655,246 | |
| 6 | LB |
LandBridge Co LLC
|
22,232 | $1,535,119 | |
| 7 | BKR |
Baker Hughes Co
|
21,485 | $1,311,659 | |
| 8 | NGS |
Natural Gas Services Group Inc
|
29,943 | $1,130,048 |
All Filings in WBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,655,246 | 61,786 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $204,182 | 10,204 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $95,255 | 3,777 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||