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SWP Investment Management LLC: BKR position timeline

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

SWP Investment Management LLC held 34,877 BKR shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,877 shares
    Change vs previous 13F +1,300 shares

    1.34% of the 13F portfolio, value $1,935,674.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management LLC
    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 33,577 shares
    Change vs previous 13F -21,940 shares

    1.53% of the 13F portfolio, value $2,049,876.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management LLC
    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 55,517 shares
    Change vs previous 13F +14,319 shares

    1.83% of the 13F portfolio, value $2,528,244.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management LLC
    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 41,198 shares
    Change vs previous 13F -6,670 shares

    1.97% of the 13F portfolio, value $2,007,167.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management LLC
    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 47,868 shares
    Change vs previous 13F +440 shares

    2.17% of the 13F portfolio, value $1,835,259.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management LLC
    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 47,428 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,084,461.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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