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Net Worth Advisory Group: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on HALO, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 7,283 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,283 shares
    Change vs previous 13F -190 shares

    0.14% of the 13F portfolio, value $570,059.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 7,473 shares
    Change vs previous 13F +656 shares

    0.1% of the 13F portfolio, value $482,994.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 6,817 shares
    Change vs previous 13F +1,062 shares

    0.09% of the 13F portfolio, value $458,753.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 5,755 shares
    Change vs previous 13F -297 shares

    0.12% of the 13F portfolio, value $422,044.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 6,052 shares
    Change vs previous 13F +426 shares

    0.07% of the 13F portfolio, value $314,805.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 5,626 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $359,017.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 5,678 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $271,452.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 5,720 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $327,414.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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