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COMMONWEALTH EQUITY SERVICES, LLC: HELO position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 694,764 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 694,764 shares
    Change vs previous 13F -54,629 shares

    0.06% of the 13F portfolio, value $46,952,170.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 749,393 shares
    Change vs previous 13F +52,467 shares

    0.07% of the 13F portfolio, value $47,893,709.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY 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 ended2025-12-31
    13F 696,926 shares
    Change vs previous 13F +66,926 shares

    0.06% of the 13F portfolio, value $46,296,769.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY 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 ended2025-09-30
    13F 630,000 shares
    Change vs previous 13F +62,470 shares

    0.05% of the 13F portfolio, value $40,950,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY 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 ended2025-06-30
    13F 567,530 shares
    Change vs previous 13F -25,051 shares

    0.05% of the 13F portfolio, value $35,516,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY 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 ended2025-03-31
    13F 592,581 shares
    Change vs previous 13F +282,890 shares

    0.05% of the 13F portfolio, value $35,365,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY 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 ended2024-12-31
    13F 309,691 shares
    Change vs previous 13F +165,099 shares

    0.03% of the 13F portfolio, value $19,213,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY 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 ended2024-09-30
    13F 144,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,840,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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