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Clarity Retirement & Wealth, LLC: HELO position timeline

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

Clarity Retirement & Wealth, LLC held 35,039 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,039 shares
    Change vs previous 13F -13,698 shares

    1.64% of the 13F portfolio, value $2,367,940.

    13F-HR 0002103352-26-000005 filed by Clarity Retirement & Wealth, LLC
    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 48,737 shares
    Change vs previous 13F +10,349 shares

    2.51% of the 13F portfolio, value $3,114,785.

    13F-HR 0002103352-26-000004 filed by Clarity Retirement & Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,388 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,550,117.

    13F-HR 0002103352-26-000003 filed by Clarity Retirement & Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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