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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

HAL holding history

Halliburton Co in every 13F filed by Fortress Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HAL overviewAll 13F holders of HALFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of HAL by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−5,877−100.0%Sold outHolders
Q1 20245,877$220.3K0.1%+5,877NewHolders
Q1 20230$00.0%−8,812−100.0%Sold outHolders
Q4 20228,812$346.8K0.2%+45+0.5%AddedHolders
Q3 20228,767$216.0K0.2%00.0%UnchangedHolders
Q2 20228,767$275.0K0.2%+10.0%AddedHolders
Q1 20228,766$332.0K0.3%+10.0%AddedHolders
Q4 20218,765$286.0K0.2%+8,765NewHolders
Q3 20210$00.0%−8,764−100.0%Sold outHolders
Q2 20218,764$203.0K0.2%–No prior filingHolders