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Ankerstar Wealth, LLC: HELO position timeline

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

Ankerstar Wealth, LLC held 8,352 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,352 shares
    Change vs previous 13F +2,728 shares

    0.47% of the 13F portfolio, value $564,428.

    13F-HR 0002053917-26-000007 filed by Ankerstar Wealth, 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 5,624 shares
    Change vs previous 13F -2,052 shares

    0.38% of the 13F portfolio, value $359,430.

    13F-HR 0002053917-26-000004 filed by Ankerstar Wealth, 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 7,676 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $509,917.

    13F-HR 0002053917-26-000002 filed by Ankerstar Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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