Position in HAL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,268
-$1,337 QoQ
Shares Held
273
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,066
of 1,195 holders
Holding Since
Dec 2023
11 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, 2026Kozak & Associates, Inc. holds $9,333 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (99.3% of the industry book) .
All Filings in HAL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,268 | 273 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,605 | 272 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,658 | 271 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,617 | 269 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $5,441 | 267 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,723 | 265 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,178 | 264 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $7,611 | 262 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,782 | 260 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $10,209 | 259 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $9,326 | 258 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||