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Patriot Financial Group Insurance Agency, LLC: HELO position timeline

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

Patriot Financial Group Insurance Agency, LLC held 23,767 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,767 shares
    Change vs previous 13F -6,390 shares

    0.16% of the 13F portfolio, value $1,643,946.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,157 shares
    Change vs previous 13F -32,579 shares

    0.21% of the 13F portfolio, value $2,037,992.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,736 shares
    Change vs previous 13F +31,246 shares

    0.23% of the 13F portfolio, value $4,009,448.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,490 shares
    Change vs previous 13F +60 shares

    0.25% of the 13F portfolio, value $2,091,871.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,430 shares
    Change vs previous 13F -233 shares

    0.26% of the 13F portfolio, value $2,042,931.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,663 shares
    Change vs previous 13F +6,723 shares

    0.23% of the 13F portfolio, value $1,981,482.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,940 shares
    Change vs previous 13F +11,066 shares

    0.2% of the 13F portfolio, value $1,488,422.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $860,730.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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