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Campbell Deegan Wealth Management, LLC: HELO position timeline

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

Campbell Deegan Wealth Management, LLC held 277,002 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,002 shares
    Change vs previous 13F +12,065 shares

    13.3% of the 13F portfolio, value $18,719,771.

    13F-HR 0001765380-26-000263 filed by Campbell Deegan Wealth Management, 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 264,937 shares
    Change vs previous 13F +11,124 shares

    13.6% of the 13F portfolio, value $16,932,138.

    13F-HR 0001765380-26-000193 filed by Campbell Deegan Wealth Management, 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 253,813 shares
    Change vs previous 13F +22,729 shares

    13.61% of the 13F portfolio, value $16,860,814.

    13F-HR 0001765380-26-000013 filed by Campbell Deegan Wealth Management, 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 231,084 shares
    Change vs previous 13F +40,296 shares

    13.41% of the 13F portfolio, value $15,020,476.

    13F-HR 0001765380-25-000490 filed by Campbell Deegan Wealth Management, 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 190,788 shares
    Change vs previous 13F +79,080 shares

    11.76% of the 13F portfolio, value $11,939,535.

    13F-HR 0001765380-25-000317 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 111,708 shares
    Change vs previous 13F +45,503 shares

    7.67% of the 13F portfolio, value $6,666,733.

    13F-HR 0001765380-25-000215 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,205 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $4,107,379.

    13F-HR 0001765380-25-000137 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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