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Disclosery

Plan Group Financial, LLC: HELO position timeline

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

Plan Group Financial, LLC held 24,925 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,925 shares
    Change vs previous 13F +8,908 shares

    0.35% of the 13F portfolio, value $1,684,441.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 16,017 shares
    Change vs previous 13F -165 shares

    0.24% of the 13F portfolio, value $1,023,630.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 16,182 shares
    Change vs previous 13F -35 shares

    0.28% of the 13F portfolio, value $1,074,990.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 16,217 shares
    Change vs previous 13F +1,977 shares

    0.28% of the 13F portfolio, value $1,054,086.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 14,240 shares
    Change vs previous 13F +822 shares

    0.29% of the 13F portfolio, value $891,111.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 13,418 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $800,774.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 13,417 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $832,421.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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