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Disclosery

Ignite Planners, LLC: HELO position timeline

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

Ignite Planners, LLC held 4,076 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,076 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $275,455.

    13F-HR 0002085853-26-000834 filed by Ignite Planners, 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 4,071 shares
    Change vs previous 13F -857 shares

    0.04% of the 13F portfolio, value $260,178.

    13F-HR 0002085853-26-000405 filed by Ignite Planners, 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 4,928 shares
    Change vs previous 13F -376 shares

    0.05% of the 13F portfolio, value $330,028.

    13F-HR 0002085853-26-000216 filed by Ignite Planners, 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 5,304 shares
    Change vs previous 13F -1,107 shares

    0.06% of the 13F portfolio, value $344,760.

    13F-HR 0001085146-25-005835 filed by Ignite Planners, 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/A 6,411 shares
    Change vs previous 13F -1,251 shares

    0.07% of the 13F portfolio, value $405,623.

    13F-HR/A 0001085146-25-004721 filed by Ignite Planners, 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 7,662 shares
    Change vs previous 13F -2,287 shares

    0.09% of the 13F portfolio, value $456,271.

    13F-HR 0001085146-25-002612 filed by Ignite Planners, 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 9,949 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $620,818.

    13F-HR 0001085146-25-000164 filed by Ignite Planners, 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 9,994 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $611,034.

    13F-HR 0001085146-24-004659 filed by Ignite Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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