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Echo Wealth Management, LLC: HELO position timeline

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

Echo Wealth Management, LLC held 58,315 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 58,315 shares
    Change vs previous 13F +2,972 shares

    2.01% of the 13F portfolio, value $3,940,919.

    13F-HR 0001398344-26-012617 filed by Echo Wealth Management, 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 55,343 shares
    Change vs previous 13F -15,976 shares

    2.04% of the 13F portfolio, value $3,536,942.

    13F-HR 0001398344-26-006803 filed by Echo Wealth Management, 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 71,319 shares
    Change vs previous 13F -19,346 shares

    2.77% of the 13F portfolio, value $4,737,734.

    13F-HR 0001398344-26-001002 filed by Echo Wealth Management, 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 90,665 shares
    Change vs previous 13F +6,395 shares

    3.44% of the 13F portfolio, value $5,893,237.

    13F-HR 0001398344-25-019534 filed by Echo Wealth Management, 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 84,270 shares
    Change vs previous 13F +14,024 shares

    3.23% of the 13F portfolio, value $5,273,617.

    13F-HR 0001398344-25-013461 filed by Echo Wealth Management, 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 70,246 shares
    Change vs previous 13F +14,407 shares

    2.83% of the 13F portfolio, value $4,192,306.

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, 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 55,839 shares
    Change vs previous 13F +3,670 shares

    2.39% of the 13F portfolio, value $3,464,242.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, 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 52,169 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,196,903.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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