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AVAII WEALTH MANAGEMENT, LLC: HELO position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 10,650 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 10,650 shares
    Change vs previous 13F +51 shares

    0.21% of the 13F portfolio, value $739,296.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,599 shares
    Change vs previous 13F -120,779 shares

    0.21% of the 13F portfolio, value $716,261.

    13F-HR 0001951757-26-001196 filed by AVAII 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 131,378 shares
    Change vs previous 13F +1,690 shares

    2.93% of the 13F portfolio, value $8,396,399.

    13F-HR 0001951757-26-000654 filed by AVAII 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 129,688 shares
    Change vs previous 13F -9,817 shares

    3.12% of the 13F portfolio, value $8,615,169.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 139,505 shares
    Change vs previous 13F +281 shares

    3.45% of the 13F portfolio, value $9,067,831.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 139,224 shares
    Change vs previous 13F -26,509 shares

    3.87% of the 13F portfolio, value $8,712,609.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 165,733 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $9,890,971.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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