Position in HAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$560,817
New position
Shares Held
16,519
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#640
of 1,195 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,203,446 across 2 Oil & Gas Equipment & Services names. HAL ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
13,823 | $642,629 | |
| 2 | HAL |
Halliburton Co
This page
|
16,519 | $560,817 |
All Filings in HAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,817 | 16,519 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||