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PRAIRIEVIEW WEALTH PARTNERS, LLC: HELO position timeline

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

PRAIRIEVIEW WEALTH PARTNERS, LLC held 122,837 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,837 shares
    Change vs previous 13F +3,314 shares

    6.2% of the 13F portfolio, value $8,301,324.

    13F-HR 0001765380-26-000295 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 119,523 shares
    Change vs previous 13F +3,622 shares

    6.26% of the 13F portfolio, value $7,638,715.

    13F-HR 0001765380-26-000149 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 115,901 shares
    Change vs previous 13F +6,119 shares

    6.98% of the 13F portfolio, value $7,699,303.

    13F-HR 0002011194-26-000001 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 109,782 shares
    Change vs previous 13F +4,165 shares

    6.7% of the 13F portfolio, value $7,135,830.

    13F-HR 0001765380-25-000468 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 105,617 shares
    Change vs previous 13F -9,452 shares

    6.86% of the 13F portfolio, value $6,609,512.

    13F-HR 0001765380-25-000312 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 115,069 shares
    Change vs previous 13F +3,360 shares

    8.39% of the 13F portfolio, value $6,867,318.

    13F-HR 0001765380-25-000203 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 111,709 shares
    Change vs previous 13F +1,804 shares

    7.49% of the 13F portfolio, value $6,930,426.

    13F-HR 0001765380-25-000019 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 109,905 shares
    Change vs previous 13F not available

    7.26% of the 13F portfolio, value $6,719,592.

    13F-HR 0001765380-24-000393 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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