Position in HAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$157,731
New position
Shares Held
4,646
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#899
of 1,195 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in HAL
reported options exposure · as of Jun 30, 2026CallValue
$80,759
CallShares
35,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $628,690 across 6 Oil & Gas Equipment & Services names. HAL ranks #3 (25.1% of the industry book) .
All Filings in HAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,731 | 4,646 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $80,759 | 35,700 | Call | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||