Position in WFRD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,156
-$194 QoQ
Shares Held
51
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#363
of 425 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Bare Financial Services, Inc holds $115,642 across 18 Oil & Gas Equipment & Services names. WFRD ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
679 | $27,640 | |
| 2 | LBRT |
Liberty Energy Inc.
|
578 | $15,137 | |
| 3 | KGS |
Kodiak Gas Services, Inc.
|
159 | $11,944 | |
| 4 | TDW |
Tidewater Inc
|
144 | $9,594 | |
| 5 | WHD |
Cactus, Inc.
|
157 | $8,041 | |
| 6 | OII |
Oceaneering International Inc
|
193 | $7,819 | |
| 7 | FTI |
TechnipFMC plc
|
112 | $7,425 | |
| 8 | SLB |
Slb Limited/Nv
|
149 | $6,925 |
All Filings in WFRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,156 | 51 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,350 | 46 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,130 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,505 | 22 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,106 | 22 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||