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Summit Trail Advisors, LLC: HALO position timeline

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

Summit Trail Advisors, LLC held 7,267 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,267 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $568,788.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 ended2026-03-31
    13F 6,482 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $418,932.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 ended2025-12-31
    13F 6,606 shares
    Change vs previous 13F +3,125 shares

    0.01% of the 13F portfolio, value $444,584.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 ended2025-09-30
    13F 3,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,297.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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