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Forvis Mazars Wealth Advisors, LLC: HELO position timeline

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

Forvis Mazars Wealth Advisors, LLC held 3,630,519 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 3,630,519 shares
    Change vs previous 13F +303,707 shares

    4.13% of the 13F portfolio, value $251,122,982.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,326,812 shares
    Change vs previous 13F +432,788 shares

    3.75% of the 13F portfolio, value $224,825,933.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth 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 2,894,024 shares
    Change vs previous 13F +257,174 shares

    3.51% of the 13F portfolio, value $184,957,064.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth 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 2,636,850 shares
    Change vs previous 13F +242,965 shares

    3.31% of the 13F portfolio, value $175,165,969.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth 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 2,393,885 shares
    Change vs previous 13F +230,295 shares

    3.09% of the 13F portfolio, value $155,602,501.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth 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 2,163,590 shares
    Change vs previous 13F +268,943 shares

    2.92% of the 13F portfolio, value $135,397,468.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth 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 1,894,647 shares
    Change vs previous 13F +509,058 shares

    2.71% of the 13F portfolio, value $113,072,548.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, 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 1,385,589 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $85,961,972.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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