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Cresset Asset Management, LLC: HALO position timeline

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

Cresset Asset Management, LLC held 260,937 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,937 shares
    Change vs previous 13F +1,540 shares

    0.07% of the 13F portfolio, value $20,423,539.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    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 259,397 shares
    Change vs previous 13F +36,682 shares

    0.07% of the 13F portfolio, value $16,764,828.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    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 222,715 shares
    Change vs previous 13F -935 shares

    0.06% of the 13F portfolio, value $14,988,720.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    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/A 223,650 shares
    Change vs previous 13F -66,007 shares

    0.07% of the 13F portfolio, value $16,402,491.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    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/A 289,657 shares
    Change vs previous 13F -16,714 shares

    0.08% of the 13F portfolio, value $15,067,957.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    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 306,371 shares
    Change vs previous 13F -26,963 shares

    0.1% of the 13F portfolio, value $19,549,534.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 333,334 shares
    Change vs previous 13F -779 shares

    0.08% of the 13F portfolio, value $15,936,699.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 334,113 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $19,124,628.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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