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Disclosery

Callan Capital, LLC: HALO position timeline

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

Callan Capital, LLC held 6,222 HALO shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,222 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $397,026.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,187 shares
    Change vs previous 13F -69 shares

    0.02% of the 13F portfolio, value $295,800.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,256 shares
    Change vs previous 13F +1,049 shares

    0.03% of the 13F portfolio, value $358,093.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 5,207 shares
    Change vs previous 13F +79 shares

    0.02% of the 13F portfolio, value $272,639.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 5,128 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $208,607.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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