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Arkadios Wealth Advisors: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on HALO, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 20,646 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,646 shares
    Change vs previous 13F +1,024 shares

    0.02% of the 13F portfolio, value $1,615,980.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,622 shares
    Change vs previous 13F -852 shares

    0.02% of the 13F portfolio, value $1,268,184.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,474 shares
    Change vs previous 13F +4,088 shares

    0.03% of the 13F portfolio, value $1,377,915.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,386 shares
    Change vs previous 13F +797 shares

    0.03% of the 13F portfolio, value $1,201,735.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,589 shares
    Change vs previous 13F +11,457 shares

    0.02% of the 13F portfolio, value $810,940.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,663.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).