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Cetera Investment Advisers: HELO position timeline

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

Cetera Investment Advisers held 1,679,081 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,679,081 shares
    Change vs previous 13F +94,735 shares

    0.1% of the 13F portfolio, value $113,472,302.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,584,346 shares
    Change vs previous 13F +656,912 shares

    0.11% of the 13F portfolio, value $101,255,573.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 927,434 shares
    Change vs previous 13F +181,551 shares

    0.07% of the 13F portfolio, value $61,609,430.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 745,883 shares
    Change vs previous 13F -669,768 shares

    0.06% of the 13F portfolio, value $48,482,418.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,415,651 shares
    Change vs previous 13F -100,311 shares

    0.15% of the 13F portfolio, value $88,591,458.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 1,515,962 shares
    Change vs previous 13F +547,444 shares

    0.18% of the 13F portfolio, value $90,472,626.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 968,518 shares
    Change vs previous 13F +205,983 shares

    0.13% of the 13F portfolio, value $60,086,875.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 762,535 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $46,621,405.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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