Per Stirling Capital Management, LLC.: HELO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on HELO, newest first. How the timeline and the estimate are built.
Per Stirling Capital Management, LLC. held 0 HELO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -70,515 shares
13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 70,515 sharesChange vs previous 13F +734 shares
0.58% of the 13F portfolio, value $4,412,804.
13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 69,781 sharesChange vs previous 13F -24,272 shares
0.6% of the 13F portfolio, value $4,164,520.
13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 94,053 sharesChange vs previous 13F +3,202 shares
0.83% of the 13F portfolio, value $5,835,034.
13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 90,851 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $5,554,656.
13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).