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Disclosery

Kathmere Capital Management, LLC: HLN position timeline

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

Kathmere Capital Management, LLC held 17,050 HLN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,050 shares
    Change vs previous 13F -17,850 shares

    0.01% of the 13F portfolio, value $159,077.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 34,900 shares
    Change vs previous 13F -8,805 shares

    0.02% of the 13F portfolio, value $349,349.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 43,705 shares
    Change vs previous 13F -5,838 shares

    0.03% of the 13F portfolio, value $441,858.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 49,543 shares
    Change vs previous 13F -35,200 shares

    0.03% of the 13F portfolio, value $444,401.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 84,743 shares
    Change vs previous 13F +18,673 shares

    0.07% of the 13F portfolio, value $878,785.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 66,070 shares
    Change vs previous 13F +18,971 shares

    0.06% of the 13F portfolio, value $679,860.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 47,099 shares
    Change vs previous 13F +26,744 shares

    0.04% of the 13F portfolio, value $449,324.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 20,355 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $215,356.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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