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Disclosery

Hughes Financial Services, LLC: HELO position timeline

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

Hughes Financial Services, LLC held 101,615 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,615 shares
    Change vs previous 13F +1,074 shares

    0.91% of the 13F portfolio, value $6,867,142.

    13F-HR 0002054465-26-000003 filed by Hughes Financial 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 100,541 shares
    Change vs previous 13F -496 shares

    0.99% of the 13F portfolio, value $6,425,575.

    13F-HR 0002054465-26-000002 filed by Hughes Financial 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 101,037 shares
    Change vs previous 13F -22,123 shares

    1.05% of the 13F portfolio, value $6,711,888.

    13F-HR 0002054465-26-000001 filed by Hughes Financial 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 123,160 shares
    Change vs previous 13F +5,393 shares

    1.29% of the 13F portfolio, value $8,102,696.

    13F-HR 0002054465-25-000005 filed by Hughes Financial 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 117,767 shares
    Change vs previous 13F +8,660 shares

    1.28% of the 13F portfolio, value $7,445,230.

    13F-HR 0002054465-25-000004 filed by Hughes Financial 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 109,107 shares
    Change vs previous 13F +52,723 shares

    1.28% of the 13F portfolio, value $6,522,416.

    13F-HR 0002054465-25-000002 filed by Hughes Financial 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 56,384 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,498,063.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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