Skip to content
Disclosery

OAK RIDGE INVESTMENTS LLC: HALO position timeline

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

OAK RIDGE INVESTMENTS LLC held 43,515 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,515 shares
    Change vs previous 13F +3,345 shares

    0.19% of the 13F portfolio, value $3,405,919.

    13F-HR 0001172661-26-002720 filed by OAK RIDGE INVESTMENTS 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 40,170 shares
    Change vs previous 13F +532 shares

    0.17% of the 13F portfolio, value $2,596,187.

    13F-HR 0001172661-26-001576 filed by OAK RIDGE INVESTMENTS 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 39,638 shares
    Change vs previous 13F -1,164 shares

    0.16% of the 13F portfolio, value $2,667,637.

    13F-HR 0001172661-26-000295 filed by OAK RIDGE INVESTMENTS 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 40,802 shares
    Change vs previous 13F +1,936 shares

    0.19% of the 13F portfolio, value $2,992,419.

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS 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 38,866 shares
    Change vs previous 13F -19,135 shares

    0.14% of the 13F portfolio, value $2,021,809.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS 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 58,001 shares
    Change vs previous 13F -219 shares

    0.31% of the 13F portfolio, value $3,701,044.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS 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 58,220 shares
    Change vs previous 13F -2,120 shares

    0.22% of the 13F portfolio, value $2,783,498.

    13F-HR 0001172661-25-000200 filed by OAK RIDGE INVESTMENTS 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 60,340 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,453,862.

    13F-HR 0001172661-24-004384 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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