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CPC Advisors, LLC: HELO position timeline

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

CPC Advisors, LLC held 19,066 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,066 shares
    Change vs previous 13F -11,809 shares

    0.17% of the 13F portfolio, value $1,288,430.

    13F-HR 0002085853-26-000852 filed by CPC 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 30,875 shares
    Change vs previous 13F -306,567 shares

    0.32% of the 13F portfolio, value $1,973,225.

    13F-HR 0002085853-26-000393 filed by CPC 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 337,442 shares
    Change vs previous 13F +13,308 shares

    2.26% of the 13F portfolio, value $22,416,270.

    13F-HR 0002085853-26-000117 filed by CPC 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 324,134 shares
    Change vs previous 13F +18,228 shares

    2.22% of the 13F portfolio, value $21,068,753.

    13F-HR 0002085853-25-000170 filed by CPC 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 305,906 shares
    Change vs previous 13F -165,128 shares

    2.4% of the 13F portfolio, value $19,143,566.

    13F-HR 0001667731-25-000878 filed by CPC 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 471,034 shares
    Change vs previous 13F +23,170 shares

    3.87% of the 13F portfolio, value $28,111,296.

    13F-HR 0001667731-25-000476 filed by CPC 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 447,864 shares
    Change vs previous 13F +27,638 shares

    3.78% of the 13F portfolio, value $27,785,472.

    13F-HR 0001667731-25-000166 filed by CPC 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 420,226 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $25,692,622.

    13F-HR 0001805250-24-000007 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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