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Farther Finance Advisors, LLC: HELO position timeline

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

Farther Finance Advisors, LLC held 18,293 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,293 shares
    Change vs previous 13F +3,999 shares

    0.01% of the 13F portfolio, value $1,265,358.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,294 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $965,979.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,178 shares
    Change vs previous 13F +1,931 shares

    0.01% of the 13F portfolio, value $909,085.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,247 shares
    Change vs previous 13F -1,127 shares

    0.01% of the 13F portfolio, value $813,559.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,374 shares
    Change vs previous 13F +1,376 shares

    0.01% of the 13F portfolio, value $869,327.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,998 shares
    Change vs previous 13F -17,472 shares

    0.02% of the 13F portfolio, value $750,807.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,761,717.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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