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Lindenwold Advisors, INC: HALO position timeline

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

Lindenwold Advisors, INC held 8,221 HALO shares at 2025-09-30 per its 13F-HR filed 2025-12-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,221 shares
    Change vs previous 13F +201 shares

    0.28% of the 13F portfolio, value $602,928.

    13F-HR 0001874374-25-000002 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,020 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $417,200.

    13F-HR 0001085146-25-004151 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,970 shares
    Change vs previous 13F +2,970 shares

    0.28% of the 13F portfolio, value $508,566.

    13F-HR 0001085146-25-002830 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $239,050.

    13F-HR 0001085146-25-000958 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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