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Disclosery

Penney Financial, LLC: HELO position timeline

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

Penney Financial, LLC held 52,887 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,887 shares
    Change vs previous 13F -15,136 shares

    1.25% of the 13F portfolio, value $3,574,103.

    13F-HR 0002049857-26-000004 filed by Penney Financial, 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 68,023 shares
    Change vs previous 13F +4,224 shares

    1.67% of the 13F portfolio, value $4,347,350.

    13F-HR 0002049857-26-000003 filed by Penney Financial, 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 63,799 shares
    Change vs previous 13F +2,638 shares

    1.64% of the 13F portfolio, value $4,238,168.

    13F-HR 0002049857-26-000001 filed by Penney Financial, 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 61,161 shares
    Change vs previous 13F +3,963 shares

    1.78% of the 13F portfolio, value $3,975,465.

    13F-HR 0002049857-25-000005 filed by Penney Financial, 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 57,198 shares
    Change vs previous 13F -3,392 shares

    1.82% of the 13F portfolio, value $3,579,451.

    13F-HR 0001085146-25-004055 filed by Penney Financial, 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 60,590 shares
    Change vs previous 13F +2,650 shares

    2.37% of the 13F portfolio, value $3,616,011.

    13F-HR 0001085146-25-002537 filed by Penney Financial, 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 57,940 shares
    Change vs previous 13F +3,013 shares

    2.41% of the 13F portfolio, value $3,594,598.

    13F-HR 0001085146-25-000437 filed by Penney Financial, 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 54,927 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,358,237.

    13F-HR 0001085146-24-006105 filed by Penney Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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