Skip to main content

Oak Hill Wealth Advisors, LLC

SEC CIK
0001964849
Latest filing
Oct 30, 2025

HALO holding history

Halozyme Therapeutics, Inc. in every 13F filed by Oak Hill Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HALO overviewAll 13F holders of HALOFull Q3 2025 holdings

Shares (Q3 2025)
10,700
Value
$784.7K
% of portfolio
0.1%
Quarters held
10
Since Q4 2022
Holdings of HALO by Oak Hill Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202510,700$784.7K0.1%00.0%UnchangedHolders
Q2 202510,700$597.1K0.1%00.0%UnchangedHolders
Q1 202510,700$682.8K0.2%−100−0.9%ReducedHolders
Q4 202410,800$516.3K0.1%+10,800NewHolders
Q3 20240$00.0%−10,800−100.0%Sold outHolders
Q2 202410,800$565.5K0.2%+10,800NewHolders
Q1 20240$00.0%−12,500−100.0%Sold outHolders
Q4 202312,500$462.0K0.2%00.0%UnchangedHolders
Q3 202312,500$477.5K0.2%00.0%UnchangedHolders
Q2 202312,500$450.9K0.2%00.0%UnchangedHolders
Q1 202312,500$477.4K0.2%00.0%UnchangedHolders
Q4 202212,500$711.3K0.3%–No prior filingHolders