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
- period ended2026-06-3013F 25,031 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,444 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,126 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,134 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).