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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: HELO position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 46,750 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 46,750 shares
    Change vs previous 13F -2,692 shares

    0.22% of the 13F portfolio, value $3,233,717.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,442 shares
    Change vs previous 13F -490 shares

    0.23% of the 13F portfolio, value $3,341,290.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, 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 49,932 shares
    Change vs previous 13F +6,897 shares

    0.25% of the 13F portfolio, value $3,191,154.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, 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 43,035 shares
    Change vs previous 13F -6,434 shares

    0.21% of the 13F portfolio, value $2,858,815.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, 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 49,469 shares
    Change vs previous 13F -15,256 shares

    0.27% of the 13F portfolio, value $3,215,485.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, 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 64,725 shares
    Change vs previous 13F +1,814 shares

    0.36% of the 13F portfolio, value $4,050,491.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, 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 62,911 shares
    Change vs previous 13F +2,575 shares

    0.37% of the 13F portfolio, value $3,754,528.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, 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 60,336 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,743,245.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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