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MONECO ADVISORS, LLC: HELO position timeline

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

MONECO ADVISORS, LLC held 94,384 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,384 shares
    Change vs previous 13F -9,710 shares

    0.39% of the 13F portfolio, value $6,378,484.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, 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 104,094 shares
    Change vs previous 13F -9,900 shares

    0.52% of the 13F portfolio, value $6,652,674.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, 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 113,994 shares
    Change vs previous 13F +6,225 shares

    0.6% of the 13F portfolio, value $7,572,626.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, 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 107,769 shares
    Change vs previous 13F +5,094 shares

    0.58% of the 13F portfolio, value $7,004,958.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 102,675 shares
    Change vs previous 13F +73,451 shares

    0.6% of the 13F portfolio, value $6,425,383.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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/A 29,224 shares
    Change vs previous 13F +13,501 shares

    0.18% of the 13F portfolio, value $1,744,086.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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/A 15,723 shares
    Change vs previous 13F +7,747 shares

    0.1% of the 13F portfolio, value $975,460.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 7,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $487,636.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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