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MCDONALD PARTNERS LLC: HELO position timeline

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

MCDONALD PARTNERS LLC held 45,741 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,741 shares
    Change vs previous 13F +14,551 shares

    0.75% of the 13F portfolio, value $3,091,181.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 31,190 shares
    Change vs previous 13F +14,691 shares

    0.47% of the 13F portfolio, value $1,993,385.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 16,499 shares
    Change vs previous 13F +7,192 shares

    0.35% of the 13F portfolio, value $1,096,083.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 9,307 shares
    Change vs previous 13F +2,307 shares

    0.18% of the 13F portfolio, value $604,941.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 7,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $438,060.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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