Position in HAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,413
-$3,921 QoQ
Shares Held
778
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#999
of 1,195 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $56,394 across 4 Oil & Gas Equipment & Services names. HAL ranks #1 (46.8% of the industry book) .
All Filings in HAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,413 | 778 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,334 | 778 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,986 | 778 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,138 | 778 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,855 | 778 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,737 | 778 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $361 | 10 | Shares | Sole | 2024-02-12 | |
| 2021-06-30 | $55,488 | 2,400 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||