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Orion Porfolio Solutions, LLC: HELO position timeline

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

Orion Porfolio Solutions, LLC held 44,089 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 44,089 shares
    Change vs previous 13F -16,421 shares

    0.02% of the 13F portfolio, value $2,979,550.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 60,510 shares
    Change vs previous 13F -4,389 shares

    0.03% of the 13F portfolio, value $3,867,214.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 64,899 shares
    Change vs previous 13F -20,035 shares

    0.03% of the 13F portfolio, value $4,311,249.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 84,934 shares
    Change vs previous 13F -3,826 shares

    0.04% of the 13F portfolio, value $5,520,692.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 88,760 shares
    Change vs previous 13F +3,922 shares

    0.05% of the 13F portfolio, value $5,554,615.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 84,838 shares
    Change vs previous 13F -7,645 shares

    0.05% of the 13F portfolio, value $5,063,153.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 92,483 shares
    Change vs previous 13F -3,691 shares

    0.06% of the 13F portfolio, value $5,737,658.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 96,174 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,880,065.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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