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Disclosery

Firestone Capital Management: HELO position timeline

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

Firestone Capital Management held 71,837 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,837 shares
    Change vs previous 13F +6,042 shares

    0.9% of the 13F portfolio, value $4,854,759.

    13F-HR 0001799964-26-000006 filed by Firestone Capital Management
    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 65,795 shares
    Change vs previous 13F +6,377 shares

    0.88% of the 13F portfolio, value $4,204,970.

    13F-HR 0001799964-26-000003 filed by Firestone Capital Management
    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 59,418 shares
    Change vs previous 13F +1,422 shares

    0.84% of the 13F portfolio, value $3,947,134.

    13F-HR 0001799964-26-000001 filed by Firestone Capital Management
    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 57,996 shares
    Change vs previous 13F -1,644 shares

    0.81% of the 13F portfolio, value $3,769,715.

    13F-HR 0001799964-25-000007 filed by Firestone Capital Management
    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 59,640 shares
    Change vs previous 13F +3,156 shares

    0.88% of the 13F portfolio, value $3,732,297.

    13F-HR 0001799964-25-000005 filed by Firestone Capital Management
    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 56,484 shares
    Change vs previous 13F +15,682 shares

    0.88% of the 13F portfolio, value $3,370,981.

    13F-HR 0001799964-25-000003 filed by Firestone Capital Management
    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 40,802 shares
    Change vs previous 13F +24,433 shares

    0.63% of the 13F portfolio, value $2,531,378.

    13F-HR 0001799964-25-000001 filed by Firestone Capital Management
    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 16,369 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,000,781.

    13F-HR 0001799964-24-000005 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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