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Disclosery

Avestar Capital, LLC: HELO position timeline

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

Avestar Capital, LLC held 3,256 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,256 shares
    Change vs previous 13F -1,558 shares

    0.01% of the 13F portfolio, value $220,040.

    13F-HR 0001172661-26-002931 filed by Avestar Capital, 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 4,814 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $307,663.

    13F-HR 0001172661-26-001783 filed by Avestar Capital, 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 4,814 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $319,794.

    13F-HR 0001172661-26-000595 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,814 shares
    Change vs previous 13F -7,832 shares

    0.02% of the 13F portfolio, value $312,910.

    13F-HR 0001172661-25-004634 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,646 shares
    Change vs previous 13F -15,134 shares

    0.06% of the 13F portfolio, value $791,387.

    13F-HR 0001172661-25-003198 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,780 shares
    Change vs previous 13F +11,670 shares

    0.16% of the 13F portfolio, value $1,657,910.

    13F-HR 0001172661-25-001854 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,110 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $999,464.

    13F-HR 0001172661-25-000413 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,110 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $984,965.

    13F-HR 0001172661-24-004603 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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