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Disclosery

Avidian Wealth Enterprises, LLC: HELO position timeline

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

Avidian Wealth Enterprises, LLC held 147,481 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 147,481 shares
    Change vs previous 13F -26,419 shares

    0.28% of the 13F portfolio, value $10,201,284.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 173,900 shares
    Change vs previous 13F +3,996 shares

    0.33% of the 13F portfolio, value $11,752,177.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, 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 169,904 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,858,576.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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