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Disclosery

&PARTNERS: HELO position timeline

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

&PARTNERS held 136,304 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 136,304 shares
    Change vs previous 13F -27,318 shares

    0.04% of the 13F portfolio, value $9,219,747.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 163,622 shares
    Change vs previous 13F +11,676 shares

    0.05% of the 13F portfolio, value $10,432,281.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 151,946 shares
    Change vs previous 13F +20,641 shares

    0.05% of the 13F portfolio, value $10,093,744.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 131,305 shares
    Change vs previous 13F +58,197 shares

    0.05% of the 13F portfolio, value $8,567,309.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 73,108 shares
    Change vs previous 13F +56,308 shares

    0.04% of the 13F portfolio, value $4,575,086.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 16,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,001,719.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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