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HARBOUR INVESTMENTS, INC.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOUR INVESTMENTS, INC. on HELO, newest first. How the timeline and the estimate are built.

HARBOUR INVESTMENTS, INC. held 47,572 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,572 shares
    Change vs previous 13F +2,606 shares

    0.04% of the 13F portfolio, value $3,214,925.

    13F-HR 0000810121-26-000005 filed by HARBOUR INVESTMENTS, INC.
    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 44,966 shares
    Change vs previous 13F +1,216 shares

    0.04% of the 13F portfolio, value $2,873,779.

    13F-HR 0000810121-26-000004 filed by HARBOUR INVESTMENTS, INC.
    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 43,750 shares
    Change vs previous 13F +1,848 shares

    0.06% of the 13F portfolio, value $2,906,313.

    13F-HR 0000810121-26-000002 filed by HARBOUR INVESTMENTS, INC.
    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 41,902 shares
    Change vs previous 13F +1,992 shares

    0.06% of the 13F portfolio, value $2,723,630.

    13F-HR 0000810121-25-000005 filed by HARBOUR INVESTMENTS, INC.
    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 39,910 shares
    Change vs previous 13F +39,263 shares

    0.06% of the 13F portfolio, value $2,497,568.

    13F-HR 0000810121-25-000004 filed by HARBOUR INVESTMENTS, INC.
    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 647 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $38,613.

    13F-HR 0000810121-25-000002 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 647 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $40,140.

    13F-HR 0000810121-25-000001 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,963.

    13F-HR 0000810121-24-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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