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Disclosery

Gibbs Wealth Management: HALO position timeline

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

Gibbs Wealth Management held 9,049 HALO shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,049 shares
    Change vs previous 13F +5,948 shares

    0.08% of the 13F portfolio, value $584,837.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,101 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $224,729.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,108 shares
    Change vs previous 13F -1,156 shares

    0.05% of the 13F portfolio, value $227,941.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,264 shares
    Change vs previous 13F +741 shares

    0.04% of the 13F portfolio, value $221,834.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,523 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,803.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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