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Family Capital Management, Inc.: HELO position timeline

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

Family Capital Management, Inc. held 25,031 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 25,031 shares
    Change vs previous 13F -24,413 shares

    0.66% of the 13F portfolio, value $1,691,595.

    13F-HR 0001964344-26-000004 filed by Family Capital Management, 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 49,444 shares
    Change vs previous 13F +12,318 shares

    1.41% of the 13F portfolio, value $3,159,966.

    13F-HR 0001964344-26-000002 filed by Family Capital Management, 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 37,126 shares
    Change vs previous 13F +20,992 shares

    1.1% of the 13F portfolio, value $2,466,280.

    13F-HR 0001964344-26-000001 filed by Family Capital Management, 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 16,134 shares
    Change vs previous 13F +1,810 shares

    0.5% of the 13F portfolio, value $1,048,710.

    13F-HR 0001964344-25-000002 filed by Family Capital Management, 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 14,324 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $896,396.

    13F-HR 0001085146-25-004323 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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