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Capital Planning Advisors, LLC: HELO position timeline

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

Capital Planning Advisors, LLC held 192,856 HELO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 192,856 shares
    Change vs previous 13F +5,390 shares

    1.78% of the 13F portfolio, value $12,325,427.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 187,466 shares
    Change vs previous 13F -2,215 shares

    1.67% of the 13F portfolio, value $12,453,366.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 189,681 shares
    Change vs previous 13F -1,013 shares

    1.69% of the 13F portfolio, value $12,329,265.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 190,694 shares
    Change vs previous 13F +8,000 shares

    1.75% of the 13F portfolio, value $11,933,631.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 182,694 shares
    Change vs previous 13F +13,775 shares

    1.68% of the 13F portfolio, value $10,903,178.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 168,919 shares
    Change vs previous 13F +49,826 shares

    1.62% of the 13F portfolio, value $10,479,735.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 119,093 shares
    Change vs previous 13F +41,682 shares

    1.1% of the 13F portfolio, value $7,281,346.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 77,411 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,533,188.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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