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Athena Wealth Management, LLC: HELO position timeline

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

Athena Wealth Management, LLC held 4,153 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,153 shares
    Change vs previous 13F -57 shares

    0.21% of the 13F portfolio, value $287,285.

    13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,210 shares
    Change vs previous 13F -534 shares

    0.21% of the 13F portfolio, value $284,531.

    13F-HR 0001172661-26-002714 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,744 shares
    Change vs previous 13F -2,600 shares

    0.25% of the 13F portfolio, value $303,164.

    13F-HR 0001172661-26-001507 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,344 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $487,833.

    13F-HR 0001172661-26-001506 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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