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Edgestream Partners, L.P.: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgestream Partners, L.P. on HALO, newest first. How the timeline and the estimate are built.

Edgestream Partners, L.P. held 49,411 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,411 shares
    Change vs previous 13F -1,713 shares

    0.11% of the 13F portfolio, value $3,867,399.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 51,124 shares
    Change vs previous 13F -55,915 shares

    0.11% of the 13F portfolio, value $3,304,144.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 107,039 shares
    Change vs previous 13F +27,670 shares

    0.2% of the 13F portfolio, value $7,203,725.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 79,369 shares
    Change vs previous 13F +79,369 shares

    0.17% of the 13F portfolio, value $5,820,922.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 0 shares
    Change vs previous 13F -135,403 shares

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 135,403 shares
    Change vs previous 13F +119,183 shares

    0.29% of the 13F portfolio, value $8,640,065.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    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 16,220 shares
    Change vs previous 13F -69,781 shares

    0.03% of the 13F portfolio, value $775,478.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 86,001 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,922,697.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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