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Perigon Wealth Management, LLC: HELO position timeline

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

Perigon Wealth Management, LLC held 73,475 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,475 shares
    Change vs previous 13F +6,070 shares

    0.08% of the 13F portfolio, value $4,965,408.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 67,405 shares
    Change vs previous 13F +3,242 shares

    0.08% of the 13F portfolio, value $4,307,883.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 64,163 shares
    Change vs previous 13F -1,045 shares

    0.08% of the 13F portfolio, value $4,262,341.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 65,208 shares
    Change vs previous 13F -2,159 shares

    0.09% of the 13F portfolio, value $4,238,523.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 67,367 shares
    Change vs previous 13F +1,392 shares

    0.1% of the 13F portfolio, value $4,215,837.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 65,975 shares
    Change vs previous 13F +19,729 shares

    0.1% of the 13F portfolio, value $3,937,383.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 46,246 shares
    Change vs previous 13F +25,884 shares

    0.07% of the 13F portfolio, value $2,886,186.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 20,362 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,244,933.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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