Skip to content
Disclosery

BLVD Private Wealth, LLC: HELO position timeline

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

BLVD Private Wealth, LLC held 6,729 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,729 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $454,746.

    13F-HR 0002085853-26-000837 filed by BLVD 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 6,729 shares
    Change vs previous 13F -413 shares

    0.37% of the 13F portfolio, value $430,050.

    13F-HR 0002085853-26-000475 filed by BLVD 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 7,142 shares
    Change vs previous 13F -447 shares

    0.41% of the 13F portfolio, value $474,443.

    13F-HR 0002085853-26-000110 filed by BLVD Private Wealth, LLC
    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 7,589 shares
    Change vs previous 13F -27,885 shares

    0.42% of the 13F portfolio, value $493,285.

    13F-HR 0002085853-25-000187 filed by BLVD Private Wealth, LLC
    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 35,474 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,219,963.

    13F-HR 0001667731-25-001207 filed by BLVD Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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