Position in HAL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,401,447
+$2,182,114 QoQ
Shares Held
87,239
+102.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Derivatives in HAL
reported options exposure · as of Sep 30, 2025CallValue
$19,680
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Arkadios Wealth Advisors holds $13,789,349 across 6 Oil & Gas Equipment & Services names. HAL ranks #2 (24.7% of the industry book) .
All Filings in HAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,401,447 | 87,239 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,219,333 | 43,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,234,747 | 50,193 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $19,680 | 800 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $16,304 | 800 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $991,893 | 48,670 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $980,524 | 38,649 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $252,595 | 9,290 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $266,737 | 9,182 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $313,005 | 9,266 | Shares | Sole | 2024-07-29 | |
| 2021-09-30 | $25,446 | 1,177 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $27,374 | 1,184 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $31,632 | 1,474 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $20,430 | 1,081 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,735 | 393 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,399 | 493 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,692 | 393 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||