Skip to content
Disclosery

McLaughlin Asset Management, Inc.: HELO position timeline

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

McLaughlin Asset Management, Inc. held 61,388 HELO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 61,388 shares
    Change vs previous 13F +26,237 shares

    3.19% of the 13F portfolio, value $4,148,602.

    13F-HR/A 0002112239-26-000004 filed by McLaughlin Asset Management, 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 35,151 shares
    Change vs previous 13F +10,206 shares

    2.15% of the 13F portfolio, value $2,246,500.

    13F-HR 0002112239-26-000002 filed by McLaughlin Asset Management, 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 24,945 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,657,096.

    13F-HR 0002112239-26-000001 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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