Position in HAL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$30,826
-$4,576 QoQ
Shares Held
908
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#984
of 1,195 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $31,391 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (98.2% of the industry book) .
All Filings in HAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,826 | 908 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $35,402 | 908 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,434 | 900 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||