Position in WHD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$420,751
+$60,834 QoQ
Shares Held
8,213
+8.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#187
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Harbour Wealth Management Group, Inc. holds $420,751 across 1 Oil & Gas Equipment & Services name. WHD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WHD |
Cactus, Inc.
This page
|
8,213 | $420,751 |
All Filings in WHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,751 | 8,213 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $359,917 | 7,598 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||