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Disclosery

West Coast Financial LLC: HALO position timeline

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

West Coast Financial LLC held 0 HALO shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -68,127 shares

    13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 68,127 shares
    Change vs previous 13F -4,008 shares

    0.36% of the 13F portfolio, value $3,257,152.

    13F-HR 0001085146-25-000186 filed by West Coast Financial 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 72,135 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,129,007.

    13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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