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Disclosery

BLUEDOOR PRIVATE WEALTH, LLC: HELO position timeline

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

BLUEDOOR PRIVATE WEALTH, LLC held 94,221 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,221 shares
    Change vs previous 13F -28,433 shares

    2.68% of the 13F portfolio, value $6,367,455.

    13F-HR 0002110994-26-000004 filed by BLUEDOOR PRIVATE WEALTH, 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 122,654 shares
    Change vs previous 13F +12,569 shares

    3.63% of the 13F portfolio, value $7,838,817.

    13F-HR 0002110994-26-000003 filed by BLUEDOOR PRIVATE WEALTH, 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 110,085 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $7,312,947.

    13F-HR 0002110994-26-000002 filed by BLUEDOOR PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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