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Disclosery

Clear Creek Financial Management, LLC: HELO position timeline

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

Clear Creek Financial Management, LLC held 41,083 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,083 shares
    Change vs previous 13F -4,767 shares

    0.18% of the 13F portfolio, value $2,776,389.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, 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 45,850 shares
    Change vs previous 13F +428 shares

    0.22% of the 13F portfolio, value $2,930,274.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, 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 45,422 shares
    Change vs previous 13F -21,852 shares

    0.25% of the 13F portfolio, value $3,017,383.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 67,274 shares
    Change vs previous 13F +1,043 shares

    0.38% of the 13F portfolio, value $4,372,810.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 66,231 shares
    Change vs previous 13F +916 shares

    0.39% of the 13F portfolio, value $4,144,736.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 65,315 shares
    Change vs previous 13F +23,873 shares

    0.4% of the 13F portfolio, value $3,898,005.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    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 41,442 shares
    Change vs previous 13F +21,310 shares

    0.28% of the 13F portfolio, value $2,571,062.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,132 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,230,870.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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