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BETO FINANCIAL GROUP, LLC: HELO position timeline

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

BETO FINANCIAL GROUP, LLC held 24,406 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,406 shares
    Change vs previous 13F -9,587 shares

    0.87% of the 13F portfolio, value $1,652,286.

    13F-HR 0001986152-26-000108 filed by BETO FINANCIAL GROUP, 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 33,993 shares
    Change vs previous 13F -36,836 shares

    1.35% of the 13F portfolio, value $2,303,366.

    13F-HR 0001986152-26-000080 filed by BETO FINANCIAL GROUP, 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 70,829 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $4,759,001.

    13F-HR 0001986152-26-000021 filed by BETO FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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