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Pine Valley Investments Ltd Liability Co: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Valley Investments Ltd Liability Co on HELO, newest first. How the timeline and the estimate are built.

Pine Valley Investments Ltd Liability Co held 34,111 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,111 shares
    Change vs previous 13F -2,517 shares

    0.1% of the 13F portfolio, value $2,305,195.

    13F-HR 0001975417-26-000008 filed by Pine Valley Investments Ltd Liability Co
    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 36,628 shares
    Change vs previous 13F -5,069 shares

    0.11% of the 13F portfolio, value $2,340,892.

    13F-HR 0001975417-26-000007 filed by Pine Valley Investments Ltd Liability Co
    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 41,697 shares
    Change vs previous 13F -96,872 shares

    0.14% of the 13F portfolio, value $2,769,926.

    13F-HR 0001975417-26-000003 filed by Pine Valley Investments Ltd Liability Co
    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 138,569 shares
    Change vs previous 13F +12,226 shares

    0.47% of the 13F portfolio, value $9,007,009.

    13F-HR 0001975417-26-000006 filed by Pine Valley Investments Ltd Liability Co
    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 126,343 shares
    Change vs previous 13F +2,682 shares

    0.46% of the 13F portfolio, value $7,906,573.

    13F-HR 0001975417-26-000005 filed by Pine Valley Investments Ltd Liability Co
    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 123,661 shares
    Change vs previous 13F +8,351 shares

    0.47% of the 13F portfolio, value $7,380,062.

    13F-HR 0001975417-26-000004 filed by Pine Valley Investments Ltd Liability Co
    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 115,310 shares
    Change vs previous 13F +12,189 shares

    0.47% of the 13F portfolio, value $7,153,838.

    13F-HR 0001765380-25-000041 filed by Pine Valley Investments Ltd Liability Co
    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 103,121 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,304,804.

    13F-HR 0001765380-24-000458 filed by Pine Valley Investments Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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