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MILESTONE ASSET MANAGEMENT, LLC: HELO position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 39,582 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,582 shares
    Change vs previous 13F +3,175 shares

    0.42% of the 13F portfolio, value $2,674,999.

    13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, 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 36,407 shares
    Change vs previous 13F +2,833 shares

    0.43% of the 13F portfolio, value $2,326,775.

    13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, 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 33,574 shares
    Change vs previous 13F +6,916 shares

    0.42% of the 13F portfolio, value $2,230,363.

    13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, 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 26,658 shares
    Change vs previous 13F +7,458 shares

    0.33% of the 13F portfolio, value $1,732,823.

    13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, 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 19,200 shares
    Change vs previous 13F -27,031 shares

    0.25% of the 13F portfolio, value $1,201,597.

    13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, 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 46,231 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,759,094.

    13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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