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CoreCap Advisors, LLC: HELO position timeline

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

CoreCap Advisors, LLC held 9,489 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,489 shares
    Change vs previous 13F +1,344 shares

    0.02% of the 13F portfolio, value $656,354.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,145 shares
    Change vs previous 13F +2,158 shares

    0.02% of the 13F portfolio, value $550,439.

    13F-HR 0001902501-26-000003 filed by CoreCap 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 ended2026-03-31
    13F 5,987 shares
    Change vs previous 13F +726 shares

    0.01% of the 13F portfolio, value $382,629.

    13F-HR 0001902501-26-000002 filed by CoreCap 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 ended2025-12-31
    13F 5,261 shares
    Change vs previous 13F +670 shares

    0.01% of the 13F portfolio, value $349,488.

    13F-HR 0001902501-26-000001 filed by CoreCap 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 ended2025-09-30
    13F 4,591 shares
    Change vs previous 13F +1,242 shares

    0.01% of the 13F portfolio, value $298,415.

    13F-HR 0001902501-25-000005 filed by CoreCap 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 ended2025-06-30
    13F 3,349 shares
    Change vs previous 13F +1,103 shares

    0.01% of the 13F portfolio, value $209,580.

    13F-HR 0001902501-25-000004 filed by CoreCap 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 ended2025-03-31
    13F 2,246 shares
    Change vs previous 13F +1,995 shares

    0.01% of the 13F portfolio, value $134,041.

    13F-HR 0001984732-25-000005 filed by CoreCap 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 ended2024-12-31
    13F 251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,572.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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