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Kestra Advisory Services, LLC: HALO position timeline

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

Kestra Advisory Services, LLC held 10,005 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,005 shares
    Change vs previous 13F +385 shares

    <0.01% of the 13F portfolio, value $783,091.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 9,620 shares
    Change vs previous 13F -2,086 shares

    <0.01% of the 13F portfolio, value $621,741.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 11,706 shares
    Change vs previous 13F +4,885 shares

    <0.01% of the 13F portfolio, value $787,814.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 6,821 shares
    Change vs previous 13F -1,151 shares

    <0.01% of the 13F portfolio, value $500,252.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,821 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 7,972 shares
    Change vs previous 13F -11,119 shares

    <0.01% of the 13F portfolio, value $414,703.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 7,962 shares
    • Kestra Investment Management, LLC: 10 shares

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

  6. period ended2025-03-31
    13F 19,091 shares
    Change vs previous 13F -6,860 shares

    <0.01% of the 13F portfolio, value $1,218,197.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,318 shares
    • Kestra Advisory Services, LLC: 8,773 shares

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

  7. period ended2024-12-31
    13F 25,951 shares
    Change vs previous 13F -8,809 shares

    0.01% of the 13F portfolio, value $1,240,717.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,314 shares
    • Kestra Advisory Services, LLC: 16,637 shares

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

  8. period ended2024-09-30
    13F 34,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,989,662.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,475 shares
    • Kestra Advisory Services, LLC: 16,285 shares

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