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CAPTRUST FINANCIAL ADVISORS: HELO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 35,939 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,939 shares
    Change vs previous 13F -3,311 shares

    <0.01% of the 13F portfolio, value $2,428,729.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,250 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $2,508,492.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 38,565 shares
    Change vs previous 13F -9,205 shares

    <0.01% of the 13F portfolio, value $2,561,889.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,770 shares
    Change vs previous 13F -8,909 shares

    0.01% of the 13F portfolio, value $3,105,050.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 56,679 shares
    Change vs previous 13F +5,044 shares

    0.01% of the 13F portfolio, value $3,546,972.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 51,635 shares
    Change vs previous 13F +17,180 shares

    0.01% of the 13F portfolio, value $3,081,577.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 34,455 shares
    Change vs previous 13F +11,120 shares

    0.01% of the 13F portfolio, value $2,137,588.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,426,702.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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