Back to LOAR
BURKETT FINANCIAL SERVICES, LLC → LOAR
BURKETT FINANCIAL SERVICES, LLC LOAR Position History
Loar Holdings Inc.
Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$10M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10M |
| Q4 2025 | $8.5M |
| Q1 2026 | $7.2M |
| Q2 2026 | $9.5M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 118.0K | — | — |
| Q2 2026 | $9.5M | 118.0K | — | — |
| Q1 2026 | $7.2M | 125.0K | — | — |
| Q4 2025 | $8.5M | 125.0K | — | — |
| Q3 2025 | $10M | 125.0K | — | — |
Other funds holding LOAR
$955.6M
$922.1M
$881.4M
$662.1M
$547.2M
$341.4M
$281.9M
$261.3M
Other BURKETT FINANCIAL SERVICES, LLC positions
SCHW-PJ
$58.2MSchwab US Large Cap Growth ETF
SCHW-PJ
$55.1MSchwab US Dividend Equity ETF
SCHW-PJ
$54.7MSchwab US Large Cap Growth ETF
SCHW-PJ
$54.2MSchwab US Dividend Equity ETF
SCHW-PJ
$53MSchwab US Large Cap Growth ETF
SCHW-PJ
$52.9MSchwab US Dividend Equity ETF
SCHW-PJ
$52.2MSchwab US Large Cap Growth ETF
SCHW-PJ
$47.6MSchwab US Large Cap Growth ETF