Position in HALO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,383,443
+$1,319,728 QoQ
Shares Held
94,333
+0.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
6.25%
of 13F equity value
Holder Rank
#13
of 154 holders
Holding Since
Dec 2023
11 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, 2026Koa Wealth Management, LLC holds $9,760,972 across 4 Biotechnology names. HALO ranks #1 (75.6% of the industry book) .
All Filings in HALO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,383,443 | 94,333 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,063,715 | 93,822 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,266,168 | 93,108 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,354,397 | 86,643 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,708,902 | 90,521 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,454,351 | 85,478 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,939,878 | 82,407 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,263,406 | 74,483 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,852,020 | 73,568 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,027,242 | 74,416 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,399,184 | 64,913 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||