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Disclosery

Interchange Capital Partners, LLC: HELO position timeline

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

Interchange Capital Partners, LLC held 41,051 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 41,051 shares
    Change vs previous 13F +31,274 shares

    0.52% of the 13F portfolio, value $2,774,225.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 9,777 shares
    Change vs previous 13F +9,777 shares

    0.18% of the 13F portfolio, value $583,491.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -16,905 shares

    13F-HR 0001845998-25-000004 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F/A 16,905 shares
    Change vs previous 13F +4,389 shares

    0.24% of the 13F portfolio, value $1,057,914.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital 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 ended2025-03-31
    13F 12,516 shares
    Change vs previous 13F +2,569 shares

    0.21% of the 13F portfolio, value $746,953.

    13F-HR 0001085146-25-002463 filed by Interchange Capital 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 ended2024-12-31
    13F 9,947 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $617,110.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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