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Cordgrass Capital Advisors, LLC: HELO position timeline

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

Cordgrass Capital Advisors, LLC held 52,455 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,455 shares
    Change vs previous 13F -22,183 shares

    1.32% of the 13F portfolio, value $3,544,909.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital Advisors, 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 74,638 shares
    Change vs previous 13F +1,275 shares

    1.12% of the 13F portfolio, value $4,770,115.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital Advisors, 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 73,363 shares
    Change vs previous 13F +1,779 shares

    1.17% of the 13F portfolio, value $4,873,504.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital Advisors, 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 71,584 shares
    Change vs previous 13F +3,305 shares

    1.15% of the 13F portfolio, value $4,652,960.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital Advisors, 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 68,279 shares
    Change vs previous 13F +5,444 shares

    1.15% of the 13F portfolio, value $4,272,900.

    13F-HR 0001398344-25-014199 filed by Cordgrass Capital Advisors, 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 62,835 shares
    Change vs previous 13F +20,480 shares

    1.07% of the 13F portfolio, value $3,749,993.

    13F-HR 0001398344-25-009206 filed by Cordgrass Capital Advisors, 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 42,355 shares
    Change vs previous 13F +21,888 shares

    0.76% of the 13F portfolio, value $2,627,704.

    13F-HR 0001398344-25-002145 filed by Cordgrass Capital Advisors, 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 20,467 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,251,352.

    13F-HR 0001398344-24-020050 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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