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Disclosery

Mayfair Advisory Group, LLC: HELO position timeline

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

Mayfair Advisory Group, LLC held 24,347 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,347 shares
    Change vs previous 13F -1,520 shares

    0.5% of the 13F portfolio, value $1,645,402.

    13F-HR 0001801926-26-000004 filed by Mayfair Advisory 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 25,867 shares
    Change vs previous 13F -3,773 shares

    0.58% of the 13F portfolio, value $1,653,145.

    13F-HR 0001801926-26-000002 filed by Mayfair Advisory 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 29,640 shares
    Change vs previous 13F +2,107 shares

    0.76% of the 13F portfolio, value $1,969,303.

    13F-HR 0001801926-26-000001 filed by Mayfair Advisory 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 27,533 shares
    Change vs previous 13F +813 shares

    0.77% of the 13F portfolio, value $1,789,658.

    13F-HR 0001801926-25-000002 filed by Mayfair Advisory Group, 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 26,720 shares
    Change vs previous 13F +3,777 shares

    0.8% of the 13F portfolio, value $1,695,924.

    13F-HR 0001221073-25-000076 filed by Mayfair Advisory 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 22,943 shares
    Change vs previous 13F +5,312 shares

    0.79% of the 13F portfolio, value $1,369,231.

    13F-HR 0001221073-25-000041 filed by Mayfair Advisory 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 17,631 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,093,832.

    13F-HR 0001221073-25-000001 filed by Mayfair Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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