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HTG Investment Advisors, Inc.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HTG Investment Advisors, Inc. on HELO, newest first. How the timeline and the estimate are built.

HTG Investment Advisors, Inc. held 267,027 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,027 shares
    Change vs previous 13F +5,480 shares

    4.63% of the 13F portfolio, value $18,045,654.

    13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, 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 261,547 shares
    Change vs previous 13F +3,595 shares

    4.77% of the 13F portfolio, value $16,715,440.

    13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, 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 257,952 shares
    Change vs previous 13F +8,869 shares

    5.27% of the 13F portfolio, value $17,135,721.

    13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, 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 249,083 shares
    Change vs previous 13F +6,400 shares

    5.45% of the 13F portfolio, value $16,190,365.

    13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, 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 242,683 shares
    Change vs previous 13F +21,073 shares

    5.65% of the 13F portfolio, value $15,187,074.

    13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, 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 221,610 shares
    Change vs previous 13F +206,599 shares

    5.52% of the 13F portfolio, value $13,225,685.

    13F-HR 0001951757-25-000499 filed by HTG Investment Advisors, 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 15,011 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $931,282.

    13F-HR 0001951757-25-000135 filed by HTG Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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