Position in HALO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,995,963
+$441,612 QoQ
Shares Held
25,501
+6.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#242
of 661 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026FOSTER & MOTLEY INC holds $3,006,943 across 4 Biotechnology names. HALO ranks #1 (66.4% of the industry book) .
All Filings in HALO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,995,963 | 25,501 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,554,351 | 24,050 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,536,593 | 22,832 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,702,148 | 23,209 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,223,978 | 23,529 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,525,441 | 23,906 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,113,016 | 23,280 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $609,606 | 10,650 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||