Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall & Sterling Wealth Advisors Inc. on HELO, newest first. How the timeline and the estimate are built.

Marshall & Sterling Wealth Advisors Inc. held 33,238 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,238 shares
    Change vs previous 13F -23,382 shares

    1.33% of the 13F portfolio, value $2,246,209.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth Advisors 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 56,620 shares
    Change vs previous 13F -4,817 shares

    2.37% of the 13F portfolio, value $3,618,611.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth Advisors 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 61,437 shares
    Change vs previous 13F +47,461 shares

    2.69% of the 13F portfolio, value $4,081,277.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    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 13,976 shares
    Change vs previous 13F -4,065 shares

    0.58% of the 13F portfolio, value $907,377.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
    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 18,041 shares
    Change vs previous 13F -63,904 shares

    0.76% of the 13F portfolio, value $1,127,396.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
    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 81,945 shares
    Change vs previous 13F +5,005 shares

    3.32% of the 13F portfolio, value $4,890,679.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth Advisors Inc.
    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 76,940 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $4,773,323.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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