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BURKETT FINANCIAL SERVICES, LLC → TKR
BURKETT FINANCIAL SERVICES, LLC TKR Position History
The Timken Company • Industrials
Quarters held
5
Latest value
$22M
Q3 2026
Peak value
$22M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.1M |
| Q4 2025 | $21M |
| Q1 2026 | $19.7M |
| Q2 2026 | $20.8M |
| Q3 2026 | $22M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22M | 647.6K | — | — |
| Q2 2026 | $20.8M | 647.6K | — | — |
| Q1 2026 | $19.7M | 647.6K | — | — |
| Q4 2025 | $21M | 647.6K | — | — |
| Q3 2025 | $20.1M | 644.0K | — | — |
Other funds holding TKR
$504.6M
$471.6M
$470M
$457.3M
$295.7M
$295.7M
$288.9M
$267.7M
Other BURKETT FINANCIAL SERVICES, LLC positions
SCHW-PJ
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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