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OPPENHEIMER ASSET MANAGEMENT INC.: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on HALO, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 44,870 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,870 shares
    Change vs previous 13F +15,301 shares

    0.02% of the 13F portfolio, value $3,511,974.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 15,772 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 29,098 shares

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

  2. period ended2026-03-31
    13F 29,569 shares
    Change vs previous 13F +316 shares

    0.02% of the 13F portfolio, value $1,911,045.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    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 29,253 shares
    Change vs previous 13F -13,485 shares

    0.02% of the 13F portfolio, value $1,968,727.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 29,253 shares

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

  4. period ended2025-09-30
    13F 42,738 shares
    Change vs previous 13F -12,981 shares

    0.02% of the 13F portfolio, value $3,134,405.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 11,624 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,114 shares

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

  5. period ended2025-06-30
    13F 55,719 shares
    Change vs previous 13F +4,104 shares

    0.02% of the 13F portfolio, value $2,898,502.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 15,224 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 40,495 shares

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

  6. period ended2025-03-31
    13F 51,615 shares
    Change vs previous 13F +9,787 shares

    0.02% of the 13F portfolio, value $3,293,554.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,802 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 41,813 shares

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

  7. period ended2024-12-31
    13F 41,828 shares
    Change vs previous 13F -8,043 shares

    0.02% of the 13F portfolio, value $1,999,797.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    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 49,871 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,854,616.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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