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Koa Wealth Management, LLC: HALO position timeline

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

Koa Wealth Management, LLC held 94,333 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,333 shares
    Change vs previous 13F +511 shares

    5.02% of the 13F portfolio, value $7,383,444.

    13F-HR 0001172661-26-002703 filed by Koa Wealth 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 93,822 shares
    Change vs previous 13F +714 shares

    4.38% of the 13F portfolio, value $6,063,716.

    13F-HR 0001172661-26-001567 filed by Koa Wealth 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 93,108 shares
    Change vs previous 13F +6,465 shares

    4.3% of the 13F portfolio, value $6,266,168.

    13F-HR 0001172661-26-000393 filed by Koa Wealth 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 86,643 shares
    Change vs previous 13F -3,878 shares

    4.71% of the 13F portfolio, value $6,354,398.

    13F-HR 0001172661-25-004446 filed by Koa Wealth 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 90,521 shares
    Change vs previous 13F +5,043 shares

    3.74% of the 13F portfolio, value $4,708,902.

    13F-HR 0001172661-25-002749 filed by Koa Wealth 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 85,478 shares
    Change vs previous 13F +3,071 shares

    4.4% of the 13F portfolio, value $5,454,351.

    13F-HR 0001172661-25-001663 filed by Koa Wealth 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 82,407 shares
    Change vs previous 13F +7,924 shares

    3.22% of the 13F portfolio, value $3,939,879.

    13F-HR 0001172661-25-000327 filed by Koa Wealth 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 74,483 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $4,263,407.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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