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Disclosery

Palumbo Wealth Management LLC: HELO position timeline

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

Palumbo Wealth Management LLC held 92,274 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 92,274 shares
    Change vs previous 13F +1,943 shares

    1.31% of the 13F portfolio, value $6,235,848.

    13F-HR 0001951757-26-001230 filed by Palumbo Wealth 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 90,331 shares
    Change vs previous 13F +6,614 shares

    1.41% of the 13F portfolio, value $5,773,034.

    13F-HR 0001951757-26-000821 filed by Palumbo Wealth 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 83,717 shares
    Change vs previous 13F +83,717 shares

    1.37% of the 13F portfolio, value $5,561,298.

    13F-HR 0001951757-26-000262 filed by Palumbo Wealth 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 0 shares
    Change vs previous 13F -83,999 shares

    13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management 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.

  5. period ended2025-06-30
    13F 83,999 shares
    Change vs previous 13F +7,505 shares

    1.63% of the 13F portfolio, value $5,256,634.

    13F-HR 0001951757-25-000827 filed by Palumbo Wealth 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 76,494 shares
    Change vs previous 13F +20,360 shares

    1.53% of the 13F portfolio, value $4,565,179.

    13F-HR 0001951757-25-000421 filed by Palumbo Wealth 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 56,134 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,482,539.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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