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Disclosery

MAI Capital Management: HELO position timeline

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

MAI Capital Management held 170,900 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,900 shares
    Change vs previous 13F +27,744 shares

    0.04% of the 13F portfolio, value $11,549,409.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 143,156 shares
    Change vs previous 13F +37,103 shares

    0.05% of the 13F portfolio, value $9,149,076.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 106,053 shares
    Change vs previous 13F +37,825 shares

    0.04% of the 13F portfolio, value $7,045,088.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 68,228 shares
    Change vs previous 13F +17,492 shares

    0.03% of the 13F portfolio, value $4,434,824.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 50,736 shares
    Change vs previous 13F +6,863 shares

    0.02% of the 13F portfolio, value $3,175,089.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 43,873 shares
    Change vs previous 13F +15,405 shares

    0.02% of the 13F portfolio, value $2,618,359.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 28,468 shares
    Change vs previous 13F +14,622 shares

    0.01% of the 13F portfolio, value $1,766,148.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 13,846 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $846,548.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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