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Mach-1 Financial Group, LLC: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mach-1 Financial Group, LLC on HELO, newest first. How the timeline and the estimate are built.

Mach-1 Financial Group, LLC held 61,801 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,801 shares
    Change vs previous 13F -4,228 shares

    1.62% of the 13F portfolio, value $4,176,507.

    13F-HR 0001172661-26-002912 filed by Mach-1 Financial Group, 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 66,029 shares
    Change vs previous 13F +1,653 shares

    1.49% of the 13F portfolio, value $4,219,922.

    13F-HR 0001172661-26-001794 filed by Mach-1 Financial Group, 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 64,376 shares
    Change vs previous 13F +64,376 shares

    0.88% of the 13F portfolio, value $4,276,545.

    13F-HR 0001172661-26-000511 filed by Mach-1 Financial Group, 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 0 shares
    Change vs previous 13F -63,118 shares

    13F-HR 0001172661-25-004734 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 63,118 shares
    Change vs previous 13F +5,007 shares

    1.15% of the 13F portfolio, value $3,950,006.

    13F-HR 0001172661-25-003006 filed by Mach-1 Financial Group, 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 58,111 shares
    Change vs previous 13F +53,178 shares

    1.04% of the 13F portfolio, value $3,468,081.

    13F-HR 0001172661-25-001824 filed by Mach-1 Financial Group, 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 4,933 shares
    Change vs previous 13F -51,921 shares

    0.55% of the 13F portfolio, value $306,043.

    13F-HR 0001172661-25-000812 filed by Mach-1 Financial Group, 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 56,854 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,473,679.

    13F-HR 0001172661-24-004441 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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