Allegheny Financial Group: HELO position timeline

Allegheny Financial Group held 169,329 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 169,329 shares

   Change vs previous 13F +51,651 shares

   1.21% of the 13F portfolio, value $11,443,299.

   13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 117,678 shares

   Change vs previous 13F +39,933 shares

   1.01% of the 13F portfolio, value $7,520,822.

   13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 77,745 shares

   Change vs previous 13F +37,893 shares

   0.76% of the 13F portfolio, value $5,164,657.

   13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 39,852 shares

   Change vs previous 13F +28,075 shares

   0.48% of the 13F portfolio, value $2,590,422.

   13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,777 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $737,017.

   13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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