Sheaff Brock Investment Advisors, LLC BKR β€” BAKER HUGHES COMPANY

Ownership history in Sheaff Brock Investment Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Sheaff Brock Investment Advisors, LLC reported BAKER HUGHES COMPANY (BKR) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q1. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows BKR at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sheaff Brock Investment Advisors, LLC's position in BAKER HUGHES COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

BKR was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sheaff Brock Investment Advisors, LLC held BKR β€” position size vs. price
% of Fund (quarterly)    BKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED β€” β€” β€” 199,546 +9,760 +5.1% 0.80% $8.8M 2025-05-15 (Est.) $37.09
2024 Q4 INITIATED β€” β€” β€” 189,786 β€” β€” 0.68% $7.8M 2025-01-30 $43.36

FAQ About Sheaff Brock Investment Advisors, LLC and BKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sheaff Brock Investment Advisors, LLC reported owning BKR?

Sheaff Brock Investment Advisors, LLC reported BKR across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q1.

What was the largest reported BKR position in Sheaff Brock Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BKR was 0.80% in 2025 Q1.

What is the latest reported BKR position on this page?

The most recent filing on this page is 2025 Q1, when Sheaff Brock Investment Advisors, LLC reported 199,546 shares, equal to 0.80% of portfolio, with an estimated market value of $8.8M.

What does the chart on this BKR ownership page compare?

The chart compares Sheaff Brock Investment Advisors, LLC's quarterly BKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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