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Private Advisor Group, LLC: HELO position timeline

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

Private Advisor Group, LLC held 414,322 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 414,322 shares
    Change vs previous 13F +150,308 shares

    0.13% of the 13F portfolio, value $27,999,885.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 264,014 shares
    Change vs previous 13F -87,101 shares

    0.08% of the 13F portfolio, value $16,873,175.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 351,115 shares
    Change vs previous 13F -34,254 shares

    0.11% of the 13F portfolio, value $23,324,520.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 385,369 shares
    Change vs previous 13F +130,475 shares

    0.12% of the 13F portfolio, value $25,049,009.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 254,894 shares
    Change vs previous 13F +17,418 shares

    0.09% of the 13F portfolio, value $15,951,250.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 237,476 shares
    Change vs previous 13F +35,016 shares

    0.09% of the 13F portfolio, value $14,172,556.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 202,460 shares
    Change vs previous 13F +81,566 shares

    0.07% of the 13F portfolio, value $12,560,593.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 120,894 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,391,491.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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