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SHAKER INVESTMENTS LLC/OH: HALO position timeline

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

SHAKER INVESTMENTS LLC/OH held 17,002 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,002 shares
    Change vs previous 13F -181 shares

    0.48% of the 13F portfolio, value $1,330,747.

    13F-HR 0001009005-26-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 17,183 shares
    Change vs previous 13F -1,518 shares

    0.51% of the 13F portfolio, value $1,110,537.

    13F-HR 0001009005-26-000002 filed by SHAKER INVESTMENTS LLC/OH
    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 18,701 shares
    Change vs previous 13F -289 shares

    0.52% of the 13F portfolio, value $1,258,577.

    13F-HR 0001009005-26-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 18,990 shares
    Change vs previous 13F -19,085 shares

    0.56% of the 13F portfolio, value $1,392,727.

    13F-HR 0001009005-25-000013 filed by SHAKER INVESTMENTS LLC/OH
    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 38,075 shares
    Change vs previous 13F -32,357 shares

    0.81% of the 13F portfolio, value $1,980,662.

    13F-HR 0001009005-25-000004 filed by SHAKER INVESTMENTS LLC/OH
    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 70,432 shares
    Change vs previous 13F -4,894 shares

    2.16% of the 13F portfolio, value $4,494,266.

    13F-HR 0001009005-25-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 75,326 shares
    Change vs previous 13F +8,249 shares

    1.51% of the 13F portfolio, value $3,601,336.

    13F-HR 0001009005-25-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 67,077 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,839,487.

    13F-HR 0001009005-24-000017 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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