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GPS Wealth Strategies Group, LLC: HELO position timeline

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

GPS Wealth Strategies Group, LLC held 0 HELO shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,532 shares

    13F-HR 0001731837-26-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,532 shares
    Change vs previous 13F -143 shares

    0.08% of the 13F portfolio, value $749,601.

    13F-HR 0001731837-25-000008 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 11,675 shares
    Change vs previous 13F +775 shares

    0.08% of the 13F portfolio, value $730,632.

    13F-HR 0001731837-25-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 10,900 shares
    Change vs previous 13F +92 shares

    0.09% of the 13F portfolio, value $650,507.

    13F-HR 0001731837-25-000003 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 10,808 shares
    Change vs previous 13F -148 shares

    0.09% of the 13F portfolio, value $670,550.

    13F-HR 0001731837-25-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 10,956 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $669,826.

    13F-HR 0001731837-24-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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