Skip to content
Disclosery

Fiduciary Alliance LLC: HELO position timeline

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

Fiduciary Alliance LLC held 100,000 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100,000 shares
    Change vs previous 13F -6,062 shares

    0.52% of the 13F portfolio, value $6,917,000.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,062 shares
    Change vs previous 13F +4,871 shares

    0.48% of the 13F portfolio, value $7,167,670.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 101,191 shares
    Change vs previous 13F +10,956 shares

    0.41% of the 13F portfolio, value $6,748,428.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 90,235 shares
    Change vs previous 13F +10,046 shares

    0.39% of the 13F portfolio, value $5,994,311.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 80,189 shares
    Change vs previous 13F +2,058 shares

    0.35% of the 13F portfolio, value $5,212,285.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 78,131 shares
    Change vs previous 13F -612 shares

    0.36% of the 13F portfolio, value $4,889,453.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 78,743 shares
    Change vs previous 13F +3,536 shares

    0.46% of the 13F portfolio, value $4,699,382.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,207 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,665,842.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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