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Stack Financial Management, Inc: BKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on BKR, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 287,884 BKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,884 shares
    Change vs previous 13F +493 shares

    1.25% of the 13F portfolio, value $15,977,562.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 287,391 shares
    Change vs previous 13F +116 shares

    1.29% of the 13F portfolio, value $17,545,221.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 287,275 shares
    Change vs previous 13F -3,687 shares

    1% of the 13F portfolio, value $13,082,504.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 290,962 shares
    Change vs previous 13F +2,754 shares

    1.18% of the 13F portfolio, value $14,175,669.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 288,208 shares
    Change vs previous 13F -5,088 shares

    0.98% of the 13F portfolio, value $11,049,895.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 293,296 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $12,890,360.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).