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Peterson Wealth Advisors, LLC: HELO position timeline

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

Peterson Wealth Advisors, LLC held 769,019 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 769,019 shares
    Change vs previous 13F +36,083 shares

    6.17% of the 13F portfolio, value $53,193,064.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 732,936 shares
    Change vs previous 13F +26,619 shares

    5.85% of the 13F portfolio, value $49,531,828.

    13F-HR 0002085853-26-000972 filed by Peterson Wealth Advisors, 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 706,317 shares
    Change vs previous 13F +21,763 shares

    6% of the 13F portfolio, value $45,140,713.

    13F-HR 0002085853-26-000306 filed by Peterson Wealth Advisors, 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 684,554 shares
    Change vs previous 13F +54,301 shares

    6.06% of the 13F portfolio, value $45,474,952.

    13F-HR 0002085853-26-000021 filed by Peterson Wealth Advisors, 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 630,253 shares
    Change vs previous 13F +40,369 shares

    6.13% of the 13F portfolio, value $40,953,856.

    13F-HR 0002085853-25-000042 filed by Peterson Wealth Advisors, 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 589,884 shares
    Change vs previous 13F +11,289 shares

    6.09% of the 13F portfolio, value $36,914,971.

    13F-HR 0001667731-25-000728 filed by Peterson Wealth Advisors, 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 578,595 shares
    Change vs previous 13F -19,678 shares

    6.39% of the 13F portfolio, value $33,049,322.

    13F-HR 0001667731-25-000558 filed by Peterson Wealth Advisors, 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 598,273 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $37,332,211.

    13F-HR 0001667731-25-000049 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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