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Disclosery

NWAM LLC: HALO position timeline

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

NWAM LLC held 5,530 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,530 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $432,833.

    13F-HR 0001655006-26-000005 filed by NWAM 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 5,521 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $356,822.

    13F-HR 0001655006-26-000004 filed by NWAM 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 5,529 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $386,311.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 5,529 shares
    Change vs previous 13F +104 shares

    0.02% of the 13F portfolio, value $367,513.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 5,425 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $325,337.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 5,398 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $344,446.

    13F-HR 0001085146-25-002583 filed by NWAM 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 5,390 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $257,696.

    13F-HR 0001085146-25-000766 filed by NWAM 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 5,394 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $308,753.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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