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Disclosery

Carr Financial Group Corp: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carr Financial Group Corp on HELO, newest first. How the timeline and the estimate are built.

Carr Financial Group Corp held 263,768 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,768 shares
    Change vs previous 13F +14,034 shares

    4.1% of the 13F portfolio, value $17,825,468.

    13F-HR 0001765380-26-000305 filed by Carr Financial Group Corp
    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 249,734 shares
    Change vs previous 13F +33,402 shares

    4.21% of the 13F portfolio, value $15,960,531.

    13F-HR 0001765380-26-000205 filed by Carr Financial Group Corp
    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 216,332 shares
    Change vs previous 13F +7,289 shares

    3.83% of the 13F portfolio, value $14,370,917.

    13F-HR 0001931232-26-000001 filed by Carr Financial Group Corp
    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 209,043 shares
    Change vs previous 13F -48,311 shares

    3.73% of the 13F portfolio, value $13,587,818.

    13F-HR 0001085146-25-005825 filed by Carr Financial Group Corp
    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 257,354 shares
    Change vs previous 13F -117,325 shares

    4.75% of the 13F portfolio, value $16,105,199.

    13F-HR 0001085146-25-003866 filed by Carr Financial Group Corp
    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 374,679 shares
    Change vs previous 13F +15,299 shares

    7.33% of the 13F portfolio, value $22,360,851.

    13F-HR 0001085146-25-002219 filed by Carr Financial Group Corp
    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 359,380 shares
    Change vs previous 13F +175,083 shares

    7.01% of the 13F portfolio, value $22,295,907.

    13F-HR 0001085146-25-000365 filed by Carr Financial Group Corp
    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 184,297 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $11,267,937.

    13F-HR 0001085146-24-005307 filed by Carr Financial Group Corp
    Filed (acceptance time not in the bulk data set), ingested

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