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AIRE ADVISORS, LLC: HELO position timeline

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

AIRE ADVISORS, LLC held 160,705 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,705 shares
    Change vs previous 13F +14,323 shares

    1.77% of the 13F portfolio, value $10,860,443.

    13F-HR 0001908177-26-000006 filed by AIRE ADVISORS, 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 146,382 shares
    Change vs previous 13F +4,173 shares

    1.71% of the 13F portfolio, value $9,355,276.

    13F-HR 0001908177-26-000005 filed by AIRE ADVISORS, 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 142,209 shares
    Change vs previous 13F +2,317 shares

    1.73% of the 13F portfolio, value $9,446,925.

    13F-HR 0001908177-26-000004 filed by AIRE ADVISORS, 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 139,892 shares
    Change vs previous 13F +3,536 shares

    1.65% of the 13F portfolio, value $9,092,969.

    13F-HR 0001908177-25-000007 filed by AIRE ADVISORS, 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 136,356 shares
    Change vs previous 13F +9,946 shares

    1.65% of the 13F portfolio, value $8,533,176.

    13F-HR 0001908177-25-000003 filed by AIRE ADVISORS, 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 126,410 shares
    Change vs previous 13F +12,465 shares

    1.59% of the 13F portfolio, value $7,544,162.

    13F-HR 0001908177-25-000002 filed by AIRE ADVISORS, 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 113,945 shares
    Change vs previous 13F +19,488 shares

    1.46% of the 13F portfolio, value $7,069,122.

    13F-HR 0001908177-25-000001 filed by AIRE ADVISORS, 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 94,457 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,775,891.

    13F-HR 0001172661-24-004817 filed by AIRE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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