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Disclosery

Paladin Wealth, LLC: HELO position timeline

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

Paladin Wealth, LLC held 0 HELO shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,818 shares

    13F-HR 0002040377-26-000002 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,818 shares
    Change vs previous 13F -17,715 shares

    0.22% of the 13F portfolio, value $320,060.

    13F-HR 0002040377-26-000001 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 22,533 shares
    Change vs previous 13F +1,175 shares

    1.06% of the 13F portfolio, value $1,464,645.

    13F-HR 0002040377-25-000007 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 21,358 shares
    Change vs previous 13F -16 shares

    1.04% of the 13F portfolio, value $1,336,584.

    13F-HR 0002040377-25-000003 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 21,374 shares
    Change vs previous 13F -10,884 shares

    1.15% of the 13F portfolio, value $1,275,600.

    13F-HR 0002040377-25-000002 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 32,258 shares
    Change vs previous 13F -12,852 shares

    1.73% of the 13F portfolio, value $2,001,286.

    13F-HR 0002040377-25-000001 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 45,110 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $2,758,026.

    13F-HR 0002040377-24-000001 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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