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Disclosery

TRUIST FINANCIAL CORP: HALO position timeline

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

TRUIST FINANCIAL CORP held 20,197 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 20,197 shares
    Change vs previous 13F +725 shares

    <0.01% of the 13F portfolio, value $1,580,820.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 19,472 shares
    Change vs previous 13F +246 shares

    <0.01% of the 13F portfolio, value $1,258,475.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 19,226 shares
    Change vs previous 13F -30,957 shares

    <0.01% of the 13F portfolio, value $1,293,910.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 50,183 shares
    Change vs previous 13F -5,814 shares

    <0.01% of the 13F portfolio, value $3,680,421.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 55,997 shares
    Change vs previous 13F -4,811 shares

    <0.01% of the 13F portfolio, value $2,912,965.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 60,808 shares
    Change vs previous 13F -12,350 shares

    0.01% of the 13F portfolio, value $3,880,159.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 73,158 shares
    Change vs previous 13F -2,076 shares

    0.01% of the 13F portfolio, value $3,497,684.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 75,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,306,394.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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