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Disclosery

Pacific Wealth Management: HALO position timeline

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

Pacific Wealth Management held 2,184 HALO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,184 shares
    Change vs previous 13F -3,217 shares

    0.11% of the 13F portfolio, value $241,114.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,401 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $422,736.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    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 5,401 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $349,067.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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