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Disclosery

JSF Financial, LLC: HELO position timeline

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

JSF Financial, LLC held 15,234 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,234 shares
    Change vs previous 13F +24 shares

    0.17% of the 13F portfolio, value $1,029,506.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 15,210 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $972,051.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 15,215 shares
    Change vs previous 13F +51 shares

    0.21% of the 13F portfolio, value $1,010,755.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 15,164 shares
    Change vs previous 13F +5,030 shares

    0.22% of the 13F portfolio, value $985,670.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 10,134 shares
    Change vs previous 13F +1,819 shares

    0.15% of the 13F portfolio, value $634,216.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 8,315 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $496,234.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 8,303 shares
    Change vs previous 13F +5,020 shares

    0.14% of the 13F portfolio, value $515,109.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 3,283 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $200,723.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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