Skip to content
Disclosery

HUB Investment Partners, LLC: HELO position timeline

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

HUB Investment Partners, LLC held 100,775 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,775 shares
    Change vs previous 13F -4,539 shares

    0.13% of the 13F portfolio, value $6,810,362.

    13F-HR 0001172661-26-002986 filed by HUB Investment Partners, 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 105,314 shares
    Change vs previous 13F -1,229 shares

    0.16% of the 13F portfolio, value $6,730,611.

    13F-HR 0001172661-26-002189 filed by HUB Investment Partners, 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 106,543 shares
    Change vs previous 13F -10,751 shares

    0.19% of the 13F portfolio, value $7,077,664.

    13F-HR 0001172661-26-001003 filed by HUB Investment Partners, 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 117,294 shares
    Change vs previous 13F -202,062 shares

    0.28% of the 13F portfolio, value $7,624,085.

    13F-HR 0001172661-25-004693 filed by HUB Investment Partners, 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 319,356 shares
    Change vs previous 13F +5,721 shares

    0.7% of the 13F portfolio, value $19,985,295.

    13F-HR 0001172661-25-003409 filed by HUB Investment Partners, 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 313,635 shares
    Change vs previous 13F +191,029 shares

    0.75% of the 13F portfolio, value $18,717,757.

    13F-HR 0001172661-25-002166 filed by HUB Investment Partners, 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 122,606 shares
    Change vs previous 13F -2,920 shares

    0.32% of the 13F portfolio, value $7,606,484.

    13F-HR 0001172661-25-000639 filed by HUB Investment Partners, 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 125,526 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,674,657.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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