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Oak Wealth Advisors LLC: HELO position timeline

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

Oak Wealth Advisors LLC held 113,336 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,336 shares
    Change vs previous 13F -29 shares

    3.67% of the 13F portfolio, value $7,659,246.

    13F-HR 0002056728-26-000006 filed by Oak Wealth 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 113,365 shares
    Change vs previous 13F +7,162 shares

    3.98% of the 13F portfolio, value $7,245,167.

    13F-HR 0002056728-26-000002 filed by Oak Wealth 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 106,203 shares
    Change vs previous 13F -722 shares

    4.05% of the 13F portfolio, value $7,055,041.

    13F-HR 0002056728-26-000001 filed by Oak Wealth 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 106,925 shares
    Change vs previous 13F +7,311 shares

    4.04% of the 13F portfolio, value $6,950,156.

    13F-HR 0002056728-25-000016 filed by Oak Wealth 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 99,614 shares
    Change vs previous 13F -3,901 shares

    4% of the 13F portfolio, value $6,233,866.

    13F-HR 0002056728-25-000013 filed by Oak Wealth 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 103,515 shares
    Change vs previous 13F +22,201 shares

    4.57% of the 13F portfolio, value $6,177,751.

    13F-HR 0002056728-25-000012 filed by Oak Wealth 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 81,314 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $5,044,742.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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