Position in HAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$805,599
-$134,332 QoQ
Shares Held
23,729
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#560
of 1,195 holders
Holding Since
Mar 2026
2 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, 2026LVW Advisors, LLC holds $2,682,480 across 5 Oil & Gas Equipment & Services names. HAL ranks #1 (30.0% of the industry book) .
All Filings in HAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,599 | 23,729 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $939,931 | 24,107 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||