Investment Advisory Group, LLC: HELO position timeline

Investment Advisory Group, LLC held 13,824 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 13,824 shares

   Change vs previous 13F +7,353 shares

   0.2% of the 13F portfolio, value $934,245.

   13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,471 shares

   Change vs previous 13F +448 shares

   0.11% of the 13F portfolio, value $413,584.

   13F-HR 0001951757-26-000704 filed by Investment Advisory Group, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,023 shares

   Change vs previous 13F +246 shares

   0.1% of the 13F portfolio, value $400,129.

   13F-HR 0001951757-26-000283 filed by Investment Advisory Group, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,777 shares

   Change vs previous 13F +47 shares

   0.1% of the 13F portfolio, value $375,486.

   13F-HR 0001951757-25-001244 filed by Investment Advisory Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,730 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $358,583.

   13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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