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Longview Financial Advisors LLC: HELO position timeline

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

Longview Financial Advisors LLC held 288,873 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 288,873 shares
    Change vs previous 13F +22,127 shares

    9.65% of the 13F portfolio, value $19,522,038.

    13F-HR 0002076077-26-000003 filed by Longview Financial Advisors 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 266,746 shares
    Change vs previous 13F +16,001 shares

    9.26% of the 13F portfolio, value $17,047,737.

    13F-HR 0002076077-26-000002 filed by Longview Financial Advisors 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 250,745 shares
    Change vs previous 13F +20,896 shares

    9.18% of the 13F portfolio, value $16,656,991.

    13F-HR 0002076077-26-000001 filed by Longview Financial Advisors 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 229,849 shares
    Change vs previous 13F +20,214 shares

    8.61% of the 13F portfolio, value $14,940,185.

    13F-HR 0002076077-25-000004 filed by Longview Financial Advisors 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 209,635 shares
    Change vs previous 13F +15,958 shares

    8.22% of the 13F portfolio, value $13,118,959.

    13F-HR 0002076077-25-000003 filed by Longview Financial Advisors 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 193,677 shares
    Change vs previous 13F +12,180 shares

    7.63% of the 13F portfolio, value $11,558,644.

    13F-HR 0002076077-25-000002 filed by Longview Financial Advisors 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 181,497 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $11,260,074.

    13F-HR 0002076077-25-000001 filed by Longview Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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