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Disclosery

DeDora Capital, Inc.: HELO position timeline

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

DeDora Capital, Inc. held 88,005 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,005 shares
    Change vs previous 13F +12,693 shares

    1.29% of the 13F portfolio, value $5,947,394.

    13F-HR 0001172661-26-002597 filed by DeDora Capital, Inc.
    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 75,312 shares
    Change vs previous 13F +6,021 shares

    1.18% of the 13F portfolio, value $4,813,186.

    13F-HR 0001172661-26-001537 filed by DeDora Capital, Inc.
    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 69,291 shares
    Change vs previous 13F +14,530 shares

    1.09% of the 13F portfolio, value $4,602,993.

    13F-HR 0001172661-26-000258 filed by DeDora Capital, Inc.
    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 54,761 shares
    Change vs previous 13F +6,385 shares

    0.86% of the 13F portfolio, value $3,559,466.

    13F-HR 0001172661-25-004478 filed by DeDora Capital, Inc.
    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 48,376 shares
    Change vs previous 13F +25,215 shares

    0.79% of the 13F portfolio, value $3,027,352.

    13F-HR 0001172661-25-002777 filed by DeDora Capital, Inc.
    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 23,161 shares
    Change vs previous 13F +4,559 shares

    0.4% of the 13F portfolio, value $1,382,245.

    13F-HR 0001172661-25-001577 filed by DeDora Capital, Inc.
    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 18,602 shares
    Change vs previous 13F +3,333 shares

    0.32% of the 13F portfolio, value $1,154,043.

    13F-HR 0001172661-25-000418 filed by DeDora Capital, Inc.
    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 15,269 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $933,556.

    13F-HR 0001172661-24-004315 filed by DeDora Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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