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Philip James Wealth Mangement, LLC: HELO position timeline

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

Philip James Wealth Mangement, LLC held 124,823 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,823 shares
    Change vs previous 13F -6,311 shares

    0.95% of the 13F portfolio, value $8,435,545.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 131,134 shares
    Change vs previous 13F -64,005 shares

    0.96% of the 13F portfolio, value $8,380,790.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 195,139 shares
    Change vs previous 13F +4,165 shares

    1.5% of the 13F portfolio, value $12,963,068.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 190,974 shares
    Change vs previous 13F +19,349 shares

    1.45% of the 13F portfolio, value $12,413,310.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 171,625 shares
    Change vs previous 13F +1,160 shares

    1.37% of the 13F portfolio, value $10,740,274.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 170,465 shares
    Change vs previous 13F +4,236 shares

    1.24% of the 13F portfolio, value $10,173,329.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 166,229 shares
    Change vs previous 13F +1,539 shares

    1.33% of the 13F portfolio, value $10,312,836.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 164,690 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $10,069,128.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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