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Disclosery

CreativeOne Wealth, LLC: HALO position timeline

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

CreativeOne Wealth, LLC held 38,953 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 38,953 shares
    Change vs previous 13F +9,532 shares

    0.07% of the 13F portfolio, value $3,048,851.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    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 29,421 shares
    Change vs previous 13F +16,720 shares

    0.04% of the 13F portfolio, value $1,901,479.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    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 12,701 shares
    Change vs previous 13F -1,096 shares

    0.02% of the 13F portfolio, value $854,777.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    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 13,797 shares
    Change vs previous 13F -2,762 shares

    0.02% of the 13F portfolio, value $1,011,897.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    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 16,559 shares
    Change vs previous 13F -1,097 shares

    0.02% of the 13F portfolio, value $861,399.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    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 17,656 shares
    Change vs previous 13F -727 shares

    0.03% of the 13F portfolio, value $1,126,629.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    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 18,383 shares
    Change vs previous 13F +294 shares

    0.03% of the 13F portfolio, value $878,891.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    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 18,089 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,035,414.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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