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Disclosery

Fulton Bank, N.A.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fulton Bank, N.A. on HELO, newest first. How the timeline and the estimate are built.

Fulton Bank, N.A. held 26,606 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 26,606 shares
    Change vs previous 13F -603 shares

    0.05% of the 13F portfolio, value $1,798,033.

    13F-HR 0001193125-26-299654 filed by Fulton Bank, N.A.
    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 27,209 shares
    Change vs previous 13F +7,935 shares

    0.06% of the 13F portfolio, value $1,738,927.

    13F-HR 0001193125-26-176750 filed by Fulton Bank, N.A.
    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 19,274 shares
    Change vs previous 13F +4,778 shares

    0.04% of the 13F portfolio, value $1,280,371.

    13F-HR 0001193125-26-007511 filed by Fulton Bank, N.A.
    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 14,496 shares
    Change vs previous 13F +4,885 shares

    0.03% of the 13F portfolio, value $942,240.

    13F-HR 0001193125-25-244959 filed by Fulton Bank, N.A.
    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 9,611 shares
    Change vs previous 13F +1,920 shares

    0.02% of the 13F portfolio, value $601,456.

    13F-HR 0000950123-25-006275 filed by Fulton Bank, N.A.
    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 7,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $458,998.

    13F-HR 0000950123-25-003412 filed by Fulton Bank, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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