Skip to content
Disclosery

HBW ADVISORY SERVICES LLC: HELO position timeline

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

HBW ADVISORY SERVICES LLC held 10,937 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,937 shares
    Change vs previous 13F -6,551 shares

    0.07% of the 13F portfolio, value $739,143.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 17,488 shares
    Change vs previous 13F -1,445 shares

    0.12% of the 13F portfolio, value $1,117,666.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,933 shares
    Change vs previous 13F +2,729 shares

    0.14% of the 13F portfolio, value $1,257,719.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,204 shares
    Change vs previous 13F -14,167 shares

    0.12% of the 13F portfolio, value $1,053,260.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,371 shares
    Change vs previous 13F -10,827 shares

    0.23% of the 13F portfolio, value $1,900,617.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,198 shares
    Change vs previous 13F +6,166 shares

    0.35% of the 13F portfolio, value $2,458,697.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
    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 35,032 shares
    Change vs previous 13F +7,690 shares

    0.22% of the 13F portfolio, value $2,173,385.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 27,342 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,671,690.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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