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Disclosery

Focus Partners Wealth: HALO position timeline

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

Focus Partners Wealth held 163,036 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,036 shares
    Change vs previous 13F -6,250 shares

    0.01% of the 13F portfolio, value $12,760,854.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 169,286 shares
    Change vs previous 13F +45,387 shares

    0.01% of the 13F portfolio, value $10,941,016.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 123,899 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $8,338,458.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 123,093 shares
    Change vs previous 13F -9,550 shares

    0.01% of the 13F portfolio, value $9,011,288.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 132,643 shares
    Change vs previous 13F +11,828 shares

    0.01% of the 13F portfolio, value $6,900,114.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 120,815 shares
    Change vs previous 13F +40,260 shares

    0.02% of the 13F portfolio, value $7,709,205.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 80,555 shares
    Change vs previous 13F +1,049 shares

    0.01% of the 13F portfolio, value $3,851,335.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 79,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,550,925.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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