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Disclosery

Fortitude Advisory Group L.L.C.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on HELO, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 11,670 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,670 shares
    Change vs previous 13F +2,116 shares

    0.31% of the 13F portfolio, value $807,214.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,554 shares
    Change vs previous 13F +5,172 shares

    0.25% of the 13F portfolio, value $645,659.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    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 4,382 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $280,054.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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