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Alliance Wealth Advisors, LLC: HELO position timeline

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

Alliance Wealth Advisors, LLC held 4,850 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,850 shares
    Change vs previous 13F +1,000 shares

    0.13% of the 13F portfolio, value $335,475.

    13F-HR 0001376474-26-000647 filed by Alliance Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,850 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $260,183.

    13F-HR 0001376474-26-000476 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).