Avior Wealth Management, LLC: HELO position timeline

Avior Wealth Management, LLC held 173,665 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 173,665 shares

   Change vs previous 13F +1,237 shares

   0.31% of the 13F portfolio, value $11,736,281.

   13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 172,428 shares

   Change vs previous 13F +1,854 shares

   0.31% of the 13F portfolio, value $11,019,873.

   13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 170,574 shares

   Change vs previous 13F -455 shares

   0.35% of the 13F portfolio, value $11,331,231.

   13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 171,029 shares

   Change vs previous 13F +1,940 shares

   0.36% of the 13F portfolio, value $11,116,885.

   13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 169,089 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $10,581,590.

   13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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