Position in HAL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$112,408
+$30,935 QoQ
Shares Held
2,883
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Caldwell Trust Co holds $118,263 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (95.0% of the industry book) .
All Filings in HAL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,408 | 2,883 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $81,473 | 2,883 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $77,219 | 3,139 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $63,646 | 3,123 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $81,640 | 3,218 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $87,497 | 3,218 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $77,505 | 2,668 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $128,566 | 3,806 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $148,534 | 3,768 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $96,159 | 2,660 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $110,646 | 2,732 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $90,128 | 2,732 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $52,237 | 1,651 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $59,025 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $36,930 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $56,448 | 1,800 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $68,166 | 1,800 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $44,596 | 1,950 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $23,782 | 1,100 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $18,496 | 800 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $6,438 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $5,670 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $3,615 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $7,788 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $4,110 | 600 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||