Position in HAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$79,544
-$9,119 QoQ
Shares Held
2,343
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#937
of 1,196 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $643,914 across 4 Oil & Gas Equipment & Services names. HAL ranks #3 (12.4% of the industry book) .
All Filings in HAL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,544 | 2,343 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $88,663 | 2,274 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $62,567 | 2,214 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $54,464 | 2,214 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $38,722 | 1,900 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $23,010 | 907 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $37,114 | 1,365 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $39,653 | 1,365 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $46,109 | 1,365 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $53,808 | 1,365 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $59,647 | 1,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,775 | 1,550 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $51,134 | 1,550 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $28,476 | 900 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $35,415 | 900 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $22,158 | 900 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $28,224 | 900 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $34,083 | 900 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $2,312 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,146 | 100 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $5,670 | 300 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $3,615 | 300 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $6,490 | 500 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||