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Disclosery

CAP Partners, LLC: HELO position timeline

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

CAP Partners, LLC held 8,388 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,388 shares
    Change vs previous 13F -286 shares

    0.28% of the 13F portfolio, value $566,892.

    13F-HR 0002006870-26-000006 filed by CAP Partners, 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 8,674 shares
    Change vs previous 13F +190 shares

    0.31% of the 13F portfolio, value $554,360.

    13F-HR 0002006870-26-000002 filed by CAP Partners, 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 8,484 shares
    Change vs previous 13F +275 shares

    0.32% of the 13F portfolio, value $563,573.

    13F-HR 0002006870-26-000001 filed by CAP Partners, 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 8,209 shares
    Change vs previous 13F +93 shares

    0.3% of the 13F portfolio, value $533,560.

    13F-HR 0002006870-25-000005 filed by CAP Partners, 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 8,116 shares
    Change vs previous 13F +977 shares

    0.32% of the 13F portfolio, value $507,874.

    13F-HR 0002006870-25-000004 filed by CAP Partners, 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 7,139 shares
    Change vs previous 13F +1,083 shares

    0.31% of the 13F portfolio, value $426,045.

    13F-HR 0002006870-25-000003 filed by CAP Partners, 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 6,056 shares
    Change vs previous 13F +1,390 shares

    0.26% of the 13F portfolio, value $375,690.

    13F-HR 0002006870-25-000001 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,666 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $285,294.

    13F-HR 0002006870-24-000005 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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