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MARIETTA INVESTMENT PARTNERS LLC: HALO position timeline

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

MARIETTA INVESTMENT PARTNERS LLC held 45,382 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,382 shares
    Change vs previous 13F -3,660 shares

    0.61% of the 13F portfolio, value $3,552,049.

    13F-HR 0000892712-26-000342 filed by MARIETTA INVESTMENT PARTNERS 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 49,042 shares
    Change vs previous 13F +13,741 shares

    0.63% of the 13F portfolio, value $3,169,584.

    13F-HR 0000892712-26-000221 filed by MARIETTA INVESTMENT PARTNERS 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 35,301 shares
    Change vs previous 13F +6,150 shares

    0.47% of the 13F portfolio, value $2,375,757.

    13F-HR 0000892712-26-000074 filed by MARIETTA INVESTMENT PARTNERS 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 29,151 shares
    Change vs previous 13F +330 shares

    0.41% of the 13F portfolio, value $2,137,934.

    13F-HR 0000892712-25-000147 filed by MARIETTA INVESTMENT PARTNERS 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 28,821 shares
    Change vs previous 13F +12,420 shares

    0.33% of the 13F portfolio, value $1,499,268.

    13F-HR 0000892712-25-000091 filed by MARIETTA INVESTMENT PARTNERS 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 16,401 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,046,548.

    13F-HR 0000892712-25-000060 filed by MARIETTA INVESTMENT PARTNERS 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 16,401 shares
    Change vs previous 13F -52,728 shares

    0.17% of the 13F portfolio, value $784,132.

    13F-HR 0000892712-25-000031 filed by MARIETTA INVESTMENT PARTNERS 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 69,129 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,956,944.

    13F-HR 0000892712-24-000129 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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