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Disclosery

NCM Capital Management, LLC: HELO position timeline

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

NCM Capital Management, LLC held 20,823 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,823 shares
    Change vs previous 13F -50 shares

    0.43% of the 13F portfolio, value $1,407,220.

    13F-HR 0001907054-26-000003 filed by NCM Capital 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 20,873 shares
    Change vs previous 13F -754 shares

    0.48% of the 13F portfolio, value $1,333,985.

    13F-HR 0001907054-26-000002 filed by NCM Capital 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 21,627 shares
    Change vs previous 13F +850 shares

    0.53% of the 13F portfolio, value $1,436,705.

    13F-HR 0001907054-26-000001 filed by NCM Capital 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 20,777 shares
    Change vs previous 13F +774 shares

    0.52% of the 13F portfolio, value $1,350,523.

    13F-HR 0001907054-25-000007 filed by NCM Capital 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 20,003 shares
    Change vs previous 13F +4,654 shares

    0.51% of the 13F portfolio, value $1,252,035.

    13F-HR 0001907054-25-000005 filed by NCM Capital 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 15,349 shares
    Change vs previous 13F +1,982 shares

    0.41% of the 13F portfolio, value $916,011.

    13F-HR 0001907054-25-000002 filed by NCM Capital Management, 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 13,367 shares
    Change vs previous 13F +151 shares

    0.37% of the 13F portfolio, value $829,286.

    13F-HR 0001907054-25-000001 filed by NCM Capital Management, 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 13,216 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $808,026.

    13F-HR 0001907054-24-000005 filed by NCM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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