Position in HAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$432,251
-$19,292 QoQ
Shares Held
12,732
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 1,196 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,253,261 across 3 Oil & Gas Equipment & Services names. HAL ranks #2 (34.5% of the industry book) .
All Filings in HAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,251 | 12,732 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $451,543 | 11,581 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $301,873 | 10,682 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $207,894 | 8,451 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||