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Disclosery

Advisory Services Network, LLC: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Services Network, LLC on HELO, newest first. How the timeline and the estimate are built.

Advisory Services Network, LLC held 372,150 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,150 shares
    Change vs previous 13F +55,528 shares

    0.29% of the 13F portfolio, value $25,149,908.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 316,622 shares
    Change vs previous 13F +89,403 shares

    0.27% of the 13F portfolio, value $20,235,294.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 227,219 shares
    Change vs previous 13F +23,729 shares

    0.21% of the 13F portfolio, value $15,094,151.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 203,490 shares
    Change vs previous 13F -11,898 shares

    0.19% of the 13F portfolio, value $13,226,824.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 215,388 shares
    Change vs previous 13F +98,634 shares

    0.22% of the 13F portfolio, value $13,638,383.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,754 shares
    Change vs previous 13F +49,636 shares

    0.13% of the 13F portfolio, value $6,967,881.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,118 shares
    Change vs previous 13F +15,961 shares

    0.08% of the 13F portfolio, value $4,163,986.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,157 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,995,754.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).