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Disclosery

Key Financial Inc: HELO position timeline

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

Key Financial Inc held 24,214 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,214 shares
    Change vs previous 13F +8,913 shares

    0.27% of the 13F portfolio, value $1,636,382.

    13F-HR 0001420506-26-001284 filed by Key Financial 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 15,301 shares
    Change vs previous 13F +11,292 shares

    0.17% of the 13F portfolio, value $977,887.

    13F-HR 0001420506-26-000728 filed by Key Financial 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 4,009 shares
    Change vs previous 13F +1,110 shares

    0.05% of the 13F portfolio, value $266,318.

    13F-HR 0001420506-26-000230 filed by Key Financial 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 2,899 shares
    Change vs previous 13F +1,360 shares

    0.03% of the 13F portfolio, value $188,667.

    13F-HR 0001420506-25-003018 filed by Key Financial 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 1,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $96,311.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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