Koshinski Asset Management, Inc.: HELO position timeline

Koshinski Asset Management, Inc. held 24,693 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 24,693 shares

   Change vs previous 13F -1,158 shares

   0.09% of the 13F portfolio, value $1,668,771.

   13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, Inc.
   Filed 2026-07-27 (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 25,851 shares

   Change vs previous 13F +3,157 shares

   0.1% of the 13F portfolio, value $1,652,135.

   13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, Inc.
   Filed 2026-04-27 (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 22,694 shares

   Change vs previous 13F +5,465 shares

   0.1% of the 13F portfolio, value $1,507,543.

   13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, Inc.
   Filed 2026-02-03 (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 17,229 shares

   Change vs previous 13F +6,069 shares

   0.08% of the 13F portfolio, value $1,119,864.

   13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, Inc.
   Filed 2025-11-10 (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 11,160 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $698,393.

   13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, Inc.
   Filed 2025-07-29 (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).