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Financial Management Professionals, Inc.: HELO position timeline

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

Financial Management Professionals, Inc. held 73,079 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,079 shares
    Change vs previous 13F +5,172 shares

    0.47% of the 13F portfolio, value $4,938,679.

    13F-HR 0001568132-26-000005 filed by Financial Management Professionals, 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 67,907 shares
    Change vs previous 13F +4,600 shares

    0.49% of the 13F portfolio, value $4,339,936.

    13F-HR 0001568132-26-000003 filed by Financial Management Professionals, 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 63,307 shares
    Change vs previous 13F +382 shares

    0.43% of the 13F portfolio, value $4,205,484.

    13F-HR 0001568132-26-000002 filed by Financial Management Professionals, 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 62,925 shares
    Change vs previous 13F -381 shares

    0.43% of the 13F portfolio, value $4,090,125.

    13F-HR 0001568132-25-000007 filed by Financial Management Professionals, 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 63,306 shares
    Change vs previous 13F -1,419 shares

    0.45% of the 13F portfolio, value $3,961,689.

    13F-HR 0001568132-25-000004 filed by Financial Management Professionals, Inc.
    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 64,725 shares
    Change vs previous 13F +21,597 shares

    0.49% of the 13F portfolio, value $3,862,788.

    13F-HR 0001568132-25-000003 filed by Financial Management Professionals, Inc.
    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 43,128 shares
    Change vs previous 13F -112 shares

    0.34% of the 13F portfolio, value $2,675,661.

    13F-HR 0001568132-25-000001 filed by Financial Management Professionals, Inc.
    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 43,240 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,644,000.

    13F-HR 0001568132-24-000006 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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