Skip to content
Disclosery

LPL Financial LLC: HELO position timeline

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

LPL Financial LLC held 3,615,195 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,615,195 shares
    Change vs previous 13F +156,242 shares

    0.05% of the 13F portfolio, value $244,314,860.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 3,458,953 shares
    Change vs previous 13F +269,397 shares

    0.06% of the 13F portfolio, value $221,061,684.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,189,556 shares
    Change vs previous 13F +549,559 shares

    0.06% of the 13F portfolio, value $211,882,169.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 2,639,997 shares
    Change vs previous 13F +247,043 shares

    0.05% of the 13F portfolio, value $171,599,800.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 2,392,954 shares
    Change vs previous 13F +434,200 shares

    0.05% of the 13F portfolio, value $149,751,082.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,958,754 shares
    Change vs previous 13F +765,200 shares

    0.05% of the 13F portfolio, value $116,898,451.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,193,554 shares
    Change vs previous 13F +596,418 shares

    0.03% of the 13F portfolio, value $74,048,099.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 597,136 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,508,884.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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