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Disclosery

Bare Financial Services, Inc: HLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bare Financial Services, Inc on HLN, newest first. How the timeline and the estimate are built.

Bare Financial Services, Inc held 2,049 HLN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,049 shares
    Change vs previous 13F +806 shares

    <0.01% of the 13F portfolio, value $19,117.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, Inc
    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 1,243 shares
    Change vs previous 13F +1,055 shares

    <0.01% of the 13F portfolio, value $12,442.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, Inc
    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 188 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $1,901.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    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 513 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $4,602.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    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 541 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,610.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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