Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: HALO position timeline

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

Sheaff Brock Investment Advisors, LLC held 7,869 HALO shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,869 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $502,121.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,747 shares
    Change vs previous 13F +629 shares

    0.03% of the 13F portfolio, value $370,385.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 7,118 shares
    Change vs previous 13F +507 shares

    0.04% of the 13F portfolio, value $407,435.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 6,611 shares
    Change vs previous 13F +1,071 shares

    0.03% of the 13F portfolio, value $346,152.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,540 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,368.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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