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Sumitomo Mitsui Trust Group, Inc.: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on HALO, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 10,800 HALO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,800 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $845,316.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 10,800 shares
    Change vs previous 13F +2,300 shares

    <0.01% of the 13F portfolio, value $698,004.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, 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 8,500 shares
    Change vs previous 13F +4,100 shares

    <0.01% of the 13F portfolio, value $572,050.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 4,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,696.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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