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DAYMARK WEALTH PARTNERS, LLC: HELO position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 152,116 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,116 shares
    Change vs previous 13F +37,890 shares

    0.25% of the 13F portfolio, value $10,280,012.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 114,226 shares
    Change vs previous 13F +3,207 shares

    0.23% of the 13F portfolio, value $7,300,153.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 111,019 shares
    Change vs previous 13F -42,667 shares

    0.23% of the 13F portfolio, value $7,375,014.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 153,686 shares
    Change vs previous 13F +5,070 shares

    0.34% of the 13F portfolio, value $9,989,580.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 148,616 shares
    Change vs previous 13F +1,416 shares

    0.35% of the 13F portfolio, value $9,300,404.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 147,200 shares
    Change vs previous 13F -5,766 shares

    0.38% of the 13F portfolio, value $8,784,881.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 152,966 shares
    Change vs previous 13F -34,520 shares

    0.4% of the 13F portfolio, value $9,490,019.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 187,486 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $11,462,873.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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