Position in HAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$409,504
+$55,241 QoQ
Shares Held
12,062
+32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#702
of 1,195 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,342,294 across 3 Oil & Gas Equipment & Services names. HAL ranks #2 (30.5% of the industry book) .
All Filings in HAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,504 | 12,062 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $354,263 | 9,086 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $256,770 | 9,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,492 | 8,394 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||