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Disclosery

BTC Capital Management, Inc.: HALO position timeline

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

BTC Capital Management, Inc. held 6,887 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,887 shares
    Change vs previous 13F +193 shares

    0.03% of the 13F portfolio, value $548,990.

    13F-HR 0001611848-26-000009 filed by BTC Capital 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 6,694 shares
    Change vs previous 13F +315 shares

    0.03% of the 13F portfolio, value $432,630.

    13F-HR 0001611848-26-000007 filed by BTC Capital 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 6,379 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $429,851.

    13F-HR 0001611848-26-000003 filed by BTC Capital 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 6,267 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $459,626.

    13F-HR 0001611848-25-000008 filed by BTC Capital 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 6,551 shares
    Change vs previous 13F +786 shares

    0.03% of the 13F portfolio, value $339,484.

    13F-HR 0001085146-25-003740 filed by BTC Capital 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 5,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $367,868.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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