Allred Capital Management, LLC: HELO position timeline

Allred Capital Management, LLC held 4,053 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 4,053 shares

   Change vs previous 13F +98 shares

   0.09% of the 13F portfolio, value $273,929.

   13F-HR 0001172661-26-003343 filed by Allred Capital Management, LLC
   Filed 2026-08-12 (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 3,955 shares

   Change vs previous 13F +575 shares

   0.09% of the 13F portfolio, value $252,827.

   13F-HR 0001172661-26-001821 filed by Allred Capital Management, LLC
   Filed 2026-05-14 (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 3,380 shares

   Change vs previous 13F +108 shares

   0.08% of the 13F portfolio, value $224,557.

   13F-HR 0001172661-26-000564 filed by Allred Capital Management, LLC
   Filed 2026-02-10 (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 3,272 shares

   Change vs previous 13F +3,272 shares

   0.07% of the 13F portfolio, value $212,707.

   13F-HR 0001172661-25-004761 filed by Allred Capital Management, LLC
   Filed 2025-11-13 (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 0 shares

   Change vs previous 13F -5,734 shares

   13F-HR 0001172661-25-003443 filed by Allred Capital Management, LLC
   Filed 2025-08-14 (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).

   Exited: the 13F for this period no longer lists the position.

6. period ended2025-03-31

   13F 5,734 shares

   Change vs previous 13F -499 shares

   0.14% of the 13F portfolio, value $342,194.

   13F-HR 0001172661-25-002409 filed by Allred Capital Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,233 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $386,702.

   13F-HR 0001172661-25-000793 filed by Allred Capital Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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