Position in HALO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$305,644
+$52,101 QoQ
Shares Held
3,905
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#457
of 664 holders
Holding Since
Dec 2024
7 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, 2026Fiduciary Alliance LLC holds $1,407,552 across 5 Biotechnology names. HALO ranks #3 (21.7% of the industry book) .
All Filings in HALO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,644 | 3,905 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $253,543 | 3,923 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $412,616 | 6,131 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $449,940 | 6,135 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $328,766 | 6,320 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $486,359 | 7,622 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $397,874 | 8,322 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||