Position in HAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$66,575
+$37,411 QoQ
Shares Held
1,961
+162.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#943
of 1,195 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $70,487 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (94.5% of the industry book) .
All Filings in HAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,575 | 1,961 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,164 | 748 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,053 | 745 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,204 | 740 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,979 | 735 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $18,494 | 729 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,685 | 724 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||