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Disclosery

Planned Solutions, Inc.: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planned Solutions, Inc. on HELO, newest first. How the timeline and the estimate are built.

Planned Solutions, Inc. held 106,587 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,587 shares
    Change vs previous 13F -3,297 shares

    2.07% of the 13F portfolio, value $7,203,149.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    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 109,884 shares
    Change vs previous 13F +31 shares

    2.32% of the 13F portfolio, value $7,022,686.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    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 109,853 shares
    Change vs previous 13F +342 shares

    2.36% of the 13F portfolio, value $7,297,535.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    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 109,511 shares
    Change vs previous 13F +3,854 shares

    2.47% of the 13F portfolio, value $7,118,215.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    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 105,657 shares
    Change vs previous 13F +6,371 shares

    2.54% of the 13F portfolio, value $6,612,015.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    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 99,286 shares
    Change vs previous 13F +2,841 shares

    2.43% of the 13F portfolio, value $5,925,388.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, Inc.
    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 96,445 shares
    Change vs previous 13F +96,087 shares

    2.45% of the 13F portfolio, value $5,983,448.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    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 358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,888.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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