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Disclosery

CGC Financial Services, LLC: HELO position timeline

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

CGC Financial Services, LLC held 664,677 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 664,677 shares
    Change vs previous 13F -275 shares

    10.2% of the 13F portfolio, value $45,975,729.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 664,952 shares
    Change vs previous 13F -425,098 shares

    10.11% of the 13F portfolio, value $44,937,477.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,090,050 shares
    Change vs previous 13F +1,861 shares

    20.13% of the 13F portfolio, value $69,665,102.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,088,189 shares
    Change vs previous 13F +2,194 shares

    19.34% of the 13F portfolio, value $72,288,421.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,085,995 shares
    Change vs previous 13F +14,983 shares

    19.47% of the 13F portfolio, value $70,589,677.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,071,012 shares
    Change vs previous 13F +15,645 shares

    22.63% of the 13F portfolio, value $67,023,908.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,055,367 shares
    Change vs previous 13F +16,657 shares

    24.9% of the 13F portfolio, value $62,984,282.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,038,710 shares
    Change vs previous 13F not available

    25.68% of the 13F portfolio, value $64,441,598.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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