Skip to content
Disclosery

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV on HELO, newest first. How the timeline and the estimate are built.

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 0 HELO shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,741 shares

    13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 3,741 shares
    Change vs previous 13F -267 shares

    0.07% of the 13F portfolio, value $248,515.

    13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 4,008 shares
    Change vs previous 13F -6,040 shares

    0.08% of the 13F portfolio, value $260,520.

    13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 10,048 shares
    Change vs previous 13F -434 shares

    0.2% of the 13F portfolio, value $628,804.

    13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 10,482 shares
    Change vs previous 13F -84,751 shares

    0.23% of the 13F portfolio, value $625,566.

    13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 95,233 shares
    Change vs previous 13F +72,654 shares

    2.03% of the 13F portfolio, value $5,908,255.

    13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 22,579 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,380,480.

    13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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