Position in WHD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,094
+$6,176 QoQ
Shares Held
158
+276.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 340 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $18,614 across 4 Oil & Gas Equipment & Services names. WHD ranks #1 (43.5% of the industry book) .
All Filings in WHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,094 | 158 | Shares | Other | 2026-08-04 | |
| 2025-12-31 | $1,918 | 42 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||