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Disclosery

Corient Private Wealth LP: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on HALO, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 187,166 HALO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 187,166 shares
    Change vs previous 13F -3,518 shares

    0.02% of the 13F portfolio, value $14,649,479.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 190,684 shares
    Change vs previous 13F -5,916 shares

    0.02% of the 13F portfolio, value $12,309,377.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 196,600 shares
    Change vs previous 13F +184,719 shares

    0.02% of the 13F portfolio, value $13,231,178.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 11,881 shares
    Change vs previous 13F +3,851 shares

    <0.01% of the 13F portfolio, value $871,346.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 8,030 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $417,723.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 9,799 shares
    Change vs previous 13F +4,020 shares

    <0.01% of the 13F portfolio, value $625,275.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 5,779 shares
    Change vs previous 13F -14,464 shares

    <0.01% of the 13F portfolio, value $276,295.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 20,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,158,709.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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