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Purkiss Capital Advisors LLC: HELO position timeline

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

Purkiss Capital Advisors LLC held 42,634 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,634 shares
    Change vs previous 13F +3,250 shares

    1.1% of the 13F portfolio, value $2,881,234.

    13F-HR 0002053150-26-000003 filed by Purkiss Capital Advisors 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 39,384 shares
    Change vs previous 13F +3,950 shares

    1.11% of the 13F portfolio, value $2,517,032.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital Advisors 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 35,434 shares
    Change vs previous 13F +2,526 shares

    1.1% of the 13F portfolio, value $2,353,864.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital Advisors 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 32,908 shares
    Change vs previous 13F +2,370 shares

    1.02% of the 13F portfolio, value $2,139,037.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital Advisors 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 30,538 shares
    Change vs previous 13F +5,326 shares

    1.06% of the 13F portfolio, value $1,911,054.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital Advisors 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 25,212 shares
    Change vs previous 13F +3,010 shares

    1.14% of the 13F portfolio, value $1,504,674.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital Advisors 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 22,202 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,377,412.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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