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MERITAGE PORTFOLIO MANAGEMENT: HALO position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 86,552 HALO shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 86,552 shares
    Change vs previous 13F -3,632 shares

    0.39% of the 13F portfolio, value $5,824,950.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 90,184 shares
    Change vs previous 13F -11,315 shares

    0.44% of the 13F portfolio, value $6,614,095.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 101,499 shares
    Change vs previous 13F -152 shares

    0.33% of the 13F portfolio, value $5,279,978.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 101,651 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,486,350.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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