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KENNEDY INVESTMENT GROUP, INC.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on HELO, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 40,081 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,081 shares
    Change vs previous 13F -552 shares

    0.92% of the 13F portfolio, value $2,708,667.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 40,633 shares
    Change vs previous 13F -5,591 shares

    1.02% of the 13F portfolio, value $2,596,831.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 46,224 shares
    Change vs previous 13F -724 shares

    1.16% of the 13F portfolio, value $3,070,627.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    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 46,948 shares
    Change vs previous 13F -1,272 shares

    1.21% of the 13F portfolio, value $3,051,604.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    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 48,220 shares
    Change vs previous 13F -4,753 shares

    1.28% of the 13F portfolio, value $3,017,602.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
    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 52,973 shares
    Change vs previous 13F +5,944 shares

    1.47% of the 13F portfolio, value $3,161,450.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 47,029 shares
    Change vs previous 13F +8,430 shares

    1.32% of the 13F portfolio, value $2,917,674.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 38,599 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,359,938.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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