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Curtis Advisory Group, LLC: HELO position timeline

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

Curtis Advisory Group, LLC held 151,272 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 151,272 shares
    Change vs previous 13F +1,551 shares

    1.99% of the 13F portfolio, value $10,222,962.

    13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, 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 149,721 shares
    Change vs previous 13F +1,821 shares

    2.06% of the 13F portfolio, value $9,568,669.

    13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, 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 147,900 shares
    Change vs previous 13F +2,683 shares

    2.06% of the 13F portfolio, value $9,824,997.

    13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, 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 145,217 shares
    Change vs previous 13F +2,162 shares

    2.14% of the 13F portfolio, value $9,439,105.

    13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, 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 143,055 shares
    Change vs previous 13F +8,450 shares

    2.25% of the 13F portfolio, value $8,952,382.

    13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, 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 134,605 shares
    Change vs previous 13F +12,674 shares

    2.36% of the 13F portfolio, value $8,033,226.

    13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, 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 121,931 shares
    Change vs previous 13F +10,014 shares

    2% of the 13F portfolio, value $7,564,599.

    13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, 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 111,917 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $6,842,605.

    13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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