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NorthCrest Asset Manangement, LLC: HALO position timeline

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

NorthCrest Asset Manangement, LLC held 57,661 HALO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,661 shares
    Change vs previous 13F +12,511 shares

    0.15% of the 13F portfolio, value $6,333,484.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,150 shares
    Change vs previous 13F +14,646 shares

    0.09% of the 13F portfolio, value $3,549,693.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,504 shares
    Change vs previous 13F -910 shares

    0.06% of the 13F portfolio, value $1,967,203.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,414 shares
    Change vs previous 13F +861 shares

    0.05% of the 13F portfolio, value $2,236,677.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,553 shares
    Change vs previous 13F +8,696 shares

    0.05% of the 13F portfolio, value $2,017,109.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,857 shares
    Change vs previous 13F -8,022 shares

    0.03% of the 13F portfolio, value $1,180,278.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,879 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $1,906,580.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 29,859 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,427,560.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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