Position in HALO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,165
+$724 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#599
of 664 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Concord Wealth Partners holds $158,287 across 14 Biotechnology names. HALO ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
213 | $79,165 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
200 | $60,206 | |
| 3 | AGIO |
Agios Pharmaceuticals, Inc.
|
200 | $7,422 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
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|
66 | $5,165 | |
| 5 | TECH |
BIO-TECHNE Corp
|
44 | $3,108 | |
| 6 | FTRE |
Fortrea Holdings Inc.
|
60 | $1,044 | |
| 7 | CRSP |
CRISPR Therapeutics AG
|
11 | $599 | |
| 8 | MIRM |
Mirum Pharmaceuticals, Inc.
|
5 | $585 |
All Filings in HALO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,165 | 66 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,441 | 66 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,840 | 66 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,433 | 66 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,211 | 66 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,155 | 66 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,777 | 66 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,455 | 66 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,684 | 66 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,439 | 66 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,521 | 66 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,380 | 66 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,520 | 66 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,755 | 66 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $2,904 | 66 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,632 | 66 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,653 | 66 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,684 | 66 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,997 | 66 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,751 | 66 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,818 | 66 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||