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CARY STREET PARTNERS ASSET MANAGEMENT LLC: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on HALO, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,618 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,618 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $1,613,770.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 173 shares

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

  2. period ended2026-03-31
    13F 20,566 shares
    Change vs previous 13F +91 shares

    0.03% of the 13F portfolio, value $1,329,179.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 121 shares

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

  3. period ended2025-12-31
    13F 20,475 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $1,377,968.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 30 shares

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

  4. period ended2025-09-30
    13F 20,730 shares
    Change vs previous 13F -84,261 shares

    0.04% of the 13F portfolio, value $1,520,338.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,690 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 40 shares

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

  5. period ended2025-06-30
    13F 104,991 shares
    Change vs previous 13F -522 shares

    0.14% of the 13F portfolio, value $5,461,632.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 104,981 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10 shares

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

  6. period ended2025-03-31
    13F 105,513 shares
    Change vs previous 13F +6,259 shares

    0.2% of the 13F portfolio, value $6,732,785.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 105,399 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 114 shares

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

  7. period ended2024-12-31
    13F 99,254 shares
    Change vs previous 13F -20,880 shares

    0.15% of the 13F portfolio, value $4,745,334.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 99,154 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 100 shares

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

  8. period ended2024-09-30
    13F 120,134 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,876,470.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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