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Disclosery

Verity Asset Management, Inc.: HALO position timeline

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

Verity Asset Management, Inc. held 55,508 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,508 shares
    Change vs previous 13F +2,366 shares

    1.64% of the 13F portfolio, value $4,344,611.

    13F-HR 0001597298-26-000003 filed by Verity Asset Management, Inc.
    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 53,142 shares
    Change vs previous 13F +24 shares

    1.44% of the 13F portfolio, value $3,434,567.

    13F-HR 0001597298-26-000002 filed by Verity Asset Management, Inc.
    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 53,118 shares
    Change vs previous 13F +5,506 shares

    1.53% of the 13F portfolio, value $3,574,841.

    13F-HR 0001597298-26-000001 filed by Verity Asset Management, Inc.
    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 47,612 shares
    Change vs previous 13F +3,202 shares

    1.14% of the 13F portfolio, value $3,491,864.

    13F-HR 0001597298-25-000005 filed by Verity Asset Management, Inc.
    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 44,410 shares
    Change vs previous 13F +2,287 shares

    1.1% of the 13F portfolio, value $2,310,208.

    13F-HR 0001597298-25-000004 filed by Verity Asset Management, Inc.
    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 42,123 shares
    Change vs previous 13F -3,493 shares

    1.09% of the 13F portfolio, value $2,687,869.

    13F-HR 0001597298-25-000002 filed by Verity Asset Management, Inc.
    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 45,616 shares
    Change vs previous 13F +7,368 shares

    1.23% of the 13F portfolio, value $2,180,901.

    13F-HR 0001597298-25-000001 filed by Verity Asset Management, Inc.
    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 38,248 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,189,316.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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