Moran Wealth Management, LLC: HALO position timeline

Moran Wealth Management, LLC held 80,381 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 80,381 shares

   Change vs previous 13F +49,904 shares

   0.17% of the 13F portfolio, value $6,291,421.

   13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,477 shares

   Change vs previous 13F -5,119 shares

   0.06% of the 13F portfolio, value $1,969,729.

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,596 shares

   Change vs previous 13F +151 shares

   0.07% of the 13F portfolio, value $2,395,611.

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 35,445 shares

   Change vs previous 13F +25,652 shares

   0.08% of the 13F portfolio, value $2,599,536.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,793 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $509,432.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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