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Crusonia Wealth Advisors LLC: HELO position timeline

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

Crusonia Wealth Advisors LLC held 105,165 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,165 shares
    Change vs previous 13F -6,253 shares

    1.17% of the 13F portfolio, value $7,107,074.

    13F-HR 0001172661-26-002951 filed by Crusonia Wealth 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 111,418 shares
    Change vs previous 13F +11,117 shares

    1.47% of the 13F portfolio, value $7,120,737.

    13F-HR 0001172661-26-001703 filed by Crusonia Wealth 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 100,301 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,663,025.

    13F-HR 0001172661-26-001301 filed by Crusonia Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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