Skip to content
Disclosery

MEMBERS WEALTH LLC: HELO position timeline

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

MEMBERS WEALTH LLC held 15,349 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,349 shares
    Change vs previous 13F +2,330 shares

    0.57% of the 13F portfolio, value $1,037,314.

    13F-HR 0001951757-26-000963 filed by MEMBERS WEALTH 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 13,019 shares
    Change vs previous 13F +336 shares

    0.52% of the 13F portfolio, value $874,846.

    13F-HR 0001951757-26-000720 filed by MEMBERS WEALTH 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 12,683 shares
    Change vs previous 13F -906 shares

    0.53% of the 13F portfolio, value $849,640.

    13F-HR 0001951757-26-000321 filed by MEMBERS WEALTH 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 13,589 shares
    Change vs previous 13F -4,767 shares

    0.56% of the 13F portfolio, value $884,359.

    13F-HR 0001951757-25-001419 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,356 shares
    Change vs previous 13F -6,606 shares

    0.83% of the 13F portfolio, value $1,095,471.

    13F-HR 0001951757-25-000371 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 24,962 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,570,108.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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