Position in HAL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$903,205
-$253,511 QoQ
Shares Held
26,604
-10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#542
of 1,195 holders
Holding Since
Sep 2023
11 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, 2026Everhart Financial Group, Inc. holds $1,995,139 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (45.3% 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 | $903,205 | 26,604 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,156,716 | 29,667 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $746,487 | 26,415 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $551,630 | 22,424 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $368,959 | 18,104 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $346,554 | 13,660 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $215,507 | 7,926 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $244,717 | 8,424 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $313,681 | 9,286 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $300,025 | 7,611 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $212,746 | 5,253 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||