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Garrett Wealth Advisory Group, LLC: HELO position timeline

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

Garrett Wealth Advisory Group, LLC held 308,308 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,308 shares
    Change vs previous 13F +16,290 shares

    3.2% of the 13F portfolio, value $20,835,426.

    13F-HR 0001729443-26-000005 filed by Garrett Wealth Advisory Group, LLC
    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 292,018 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $18,662,854.

    13F-HR 0001729443-26-000003 filed by Garrett Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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