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MML INVESTORS SERVICES, LLC: HELO position timeline

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

MML INVESTORS SERVICES, LLC held 554,895 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 554,895 shares
    Change vs previous 13F +94,917 shares

    0.08% of the 13F portfolio, value $37,499,834.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 459,978 shares
    Change vs previous 13F -38,263 shares

    0.08% of the 13F portfolio, value $29,397,192.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 498,241 shares
    Change vs previous 13F +26,306 shares

    0.08% of the 13F portfolio, value $33,098,143.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 471,935 shares
    Change vs previous 13F +15,030 shares

    0.08% of the 13F portfolio, value $30,675,796.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 456,905 shares
    Change vs previous 13F +28,862 shares

    0.08% of the 13F portfolio, value $28,593,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 428,043 shares
    Change vs previous 13F +96,551 shares

    0.09% of the 13F portfolio, value $25,546,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 331,492 shares
    Change vs previous 13F +44,675 shares

    0.07% of the 13F portfolio, value $20,566,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 286,817 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $17,536,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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