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Lionsbridge Wealth Management LLC: HELO position timeline

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

Lionsbridge Wealth Management LLC held 6,933 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,933 shares
    Change vs previous 13F -8,732 shares

    0.46% of the 13F portfolio, value $468,532.

    13F-HR 0001800533-26-000005 filed by Lionsbridge 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 15,665 shares
    Change vs previous 13F -7,162 shares

    1.01% of the 13F portfolio, value $1,001,150.

    13F-HR 0001800533-26-000003 filed by Lionsbridge 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 22,827 shares
    Change vs previous 13F -4,456 shares

    1.53% of the 13F portfolio, value $1,516,398.

    13F-HR 0001172661-26-000311 filed by Lionsbridge 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 27,283 shares
    Change vs previous 13F +16,225 shares

    1.75% of the 13F portfolio, value $1,773,395.

    13F-HR 0001172661-25-004334 filed by Lionsbridge 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 11,058 shares
    Change vs previous 13F -61,025 shares

    0.69% of the 13F portfolio, value $692,010.

    13F-HR 0001172661-25-002799 filed by Lionsbridge 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 72,083 shares
    Change vs previous 13F -4,549 shares

    3.82% of the 13F portfolio, value $4,301,913.

    13F-HR 0001172661-25-001817 filed by Lionsbridge 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 76,632 shares
    Change vs previous 13F +12,881 shares

    3.99% of the 13F portfolio, value $4,754,249.

    13F-HR 0001172661-25-000219 filed by Lionsbridge 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 63,751 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $3,897,736.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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