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Simplicity Wealth,LLC

Position in HAL — Halliburton Co

CIK 1913243 SUMMIT, NJ

Position in HAL

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$8,850,765
+$8,639,674 QoQ
Shares Held
260,700
+4715.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#222
of 1,195 holders
Holding Since
Mar 2024
4 quarters on record

Common Shares in HAL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

Simplicity Wealth,LLC holds $9,367,637 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (94.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HAL
Halliburton Co
This page
260,700 $8,850,765

All Filings in HAL

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,850,765 260,700
2026-03-31 $211,091 5,414
2024-06-30 $590,778 17,489
2024-03-31 $636,751 16,153