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Disclosery

NewEdge Advisors, LLC: HELO position timeline

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

NewEdge Advisors, LLC held 185,983 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,983 shares
    Change vs previous 13F -19,439 shares

    0.04% of the 13F portfolio, value $12,568,764.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 205,422 shares
    Change vs previous 13F -4,251 shares

    0.05% of the 13F portfolio, value $13,128,528.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 209,673 shares
    Change vs previous 13F +77,710 shares

    0.05% of the 13F portfolio, value $13,928,582.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 131,963 shares
    Change vs previous 13F +58,867 shares

    0.04% of the 13F portfolio, value $8,577,564.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 73,096 shares
    Change vs previous 13F +23,263 shares

    0.02% of the 13F portfolio, value $4,574,354.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 49,833 shares
    Change vs previous 13F +39,216 shares

    0.02% of the 13F portfolio, value $2,974,077.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 10,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $658,674.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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