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Disclosery

Unified Investment Management: HALO position timeline

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

Unified Investment Management held 20,984 HALO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,984 shares
    Change vs previous 13F -735 shares

    2.08% of the 13F portfolio, value $2,316,634.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,719 shares
    Change vs previous 13F +400 shares

    1.59% of the 13F portfolio, value $1,699,946.

    13F-HR 0002085853-26-000871 filed by Unified Investment 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 21,319 shares
    Change vs previous 13F -295 shares

    1.42% of the 13F portfolio, value $1,377,847.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,614 shares
    Change vs previous 13F -270 shares

    1.47% of the 13F portfolio, value $1,454,622.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,884 shares
    Change vs previous 13F -310 shares

    1.6% of the 13F portfolio, value $1,604,973.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,194 shares
    Change vs previous 13F +847 shares

    1.24% of the 13F portfolio, value $1,154,532.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,347 shares
    Change vs previous 13F +2,622 shares

    1.61% of the 13F portfolio, value $1,362,152.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,725 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $895,242.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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