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Lakeridge Wealth Management LLC: HELO position timeline

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

Lakeridge Wealth Management LLC held 24,869 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,869 shares
    Change vs previous 13F +1,996 shares

    0.62% of the 13F portfolio, value $1,680,639.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth 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 22,873 shares
    Change vs previous 13F +1,982 shares

    0.63% of the 13F portfolio, value $1,461,784.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth 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 20,891 shares
    Change vs previous 13F +2,439 shares

    0.63% of the 13F portfolio, value $1,387,768.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth 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 18,452 shares
    Change vs previous 13F +194 shares

    0.53% of the 13F portfolio, value $1,199,365.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth 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 18,258 shares
    Change vs previous 13F +790 shares

    0.53% of the 13F portfolio, value $1,142,583.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth 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 17,468 shares
    Change vs previous 13F +3,087 shares

    0.52% of the 13F portfolio, value $1,042,485.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth 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 14,381 shares
    Change vs previous 13F +4,507 shares

    0.46% of the 13F portfolio, value $892,178.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth 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 9,874 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $603,722.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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