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Disclosery

Lunt Capital Management, Inc.: HELO position timeline

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

Lunt Capital Management, Inc. held 3,237 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,237 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $218,756.

    13F-HR 0001608034-26-000003 filed by Lunt Capital Management, Inc.
    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 3,279 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $209,561.

    13F-HR 0001608034-26-000002 filed by Lunt Capital Management, Inc.
    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 3,237 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $215,034.

    13F-HR 0001608034-26-000001 filed by Lunt Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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