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Orion Porfolio Solutions, LLC: HALO position timeline

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

Orion Porfolio Solutions, LLC held 20,471 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,471 shares
    Change vs previous 13F -1,234 shares

    0.01% of the 13F portfolio, value $1,602,265.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 21,705 shares
    Change vs previous 13F -1,537 shares

    0.01% of the 13F portfolio, value $1,402,794.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 23,242 shares
    Change vs previous 13F -532 shares

    0.01% of the 13F portfolio, value $1,564,187.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 23,774 shares
    Change vs previous 13F -1,333 shares

    0.01% of the 13F portfolio, value $1,743,586.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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 25,107 shares
    Change vs previous 13F -2,801 shares

    0.01% of the 13F portfolio, value $1,306,066.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 27,908 shares
    Change vs previous 13F +1,836 shares

    0.02% of the 13F portfolio, value $1,780,810.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 26,072 shares
    Change vs previous 13F -5,041 shares

    0.01% of the 13F portfolio, value $1,246,502.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 31,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,780,908.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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