MLG Wealth Management DBA Pine Grove Financial Group: HELO position timeline

MLG Wealth Management DBA Pine Grove Financial Group held 89,152 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 89,152 shares

   Change vs previous 13F +4,233 shares

   0.6% of the 13F portfolio, value $6,166,644.

   13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-10-13 10:46:05 UTC, ingested 2026-10-13 10:47:12 UTC

2. period ended2026-06-30

   13F 84,919 shares

   Change vs previous 13F +2,073 shares

   0.58% of the 13F portfolio, value $5,758,897.

   13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:57:05 UTC, ingested 2026-10-08 03:30:49 UTC

3. period ended2026-03-31

   13F 82,846 shares

   Change vs previous 13F +7,252 shares

   0.62% of the 13F portfolio, value $5,315,139.

   13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:56:09 UTC, ingested 2026-10-08 03:30:48 UTC

4. period ended2025-12-31

   13F 75,594 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $5,021,709.

   13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Filed 2026-08-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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