Position in HAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,316,306
New position
Shares Held
68,227
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#403
of 1,195 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $2,316,306 across 1 Oil & Gas Equipment & Services name. HAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
This page
|
68,227 | $2,316,306 |
All Filings in HAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,316,306 | 68,227 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||