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Diversify Advisory Services, LLC: HALO position timeline

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

Diversify Advisory Services, LLC held 67,952 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,952 shares
    Change vs previous 13F +36,448 shares

    0.05% of the 13F portfolio, value $5,536,696.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,976 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,976 shares

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

  2. period ended2026-03-31
    13F 31,504 shares
    Change vs previous 13F +1,798 shares

    0.04% of the 13F portfolio, value $1,986,614.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,504 shares

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

  3. period ended2025-12-31
    13F 29,706 shares
    Change vs previous 13F +2,215 shares

    0.04% of the 13F portfolio, value $2,125,109.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,573 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,133 shares

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

  4. period ended2025-09-30
    13F 27,491 shares
    Change vs previous 13F +1,534 shares

    0.04% of the 13F portfolio, value $1,819,890.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,741 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,750 shares

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

  5. period ended2025-06-30
    13F 25,957 shares
    Change vs previous 13F +2,460 shares

    0.04% of the 13F portfolio, value $1,662,310.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,929 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,028 shares

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

  6. period ended2025-03-31
    13F 23,497 shares
    Change vs previous 13F +2,208 shares

    0.05% of the 13F portfolio, value $1,429,075.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,202 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,295 shares

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

  7. period ended2024-12-31
    13F 21,289 shares
    Change vs previous 13F +6,519 shares

    0.04% of the 13F portfolio, value $1,124,048.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,825 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,464 shares

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

  8. period ended2024-09-30
    13F 14,770 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $754,314.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,331 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,439 shares

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