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Disclosery

Sara-Bay Financial: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on HLIO, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 1,146,658 HLIO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,146,658 shares
    Change vs previous 13F -7,238 shares

    27.26% of the 13F portfolio, value $102,339,227.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 1,153,896 shares
    Change vs previous 13F -51,063 shares

    22.45% of the 13F portfolio, value $74,668,610.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 1,204,959 shares
    Change vs previous 13F -1,555 shares

    19.55% of the 13F portfolio, value $65,381,075.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 1,206,514 shares
    Change vs previous 13F -7,667 shares

    17.58% of the 13F portfolio, value $62,895,575.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 1,214,181 shares
    Change vs previous 13F -1,000 shares

    14.5% of the 13F portfolio, value $40,517,220.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 1,215,181 shares
    Change vs previous 13F -2,286 shares

    17.33% of the 13F portfolio, value $39,213,891.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 1,217,467 shares
    Change vs previous 13F +247,088 shares

    20.07% of the 13F portfolio, value $54,079,884.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 970,379 shares
    Change vs previous 13F not available

    16.78% of the 13F portfolio, value $46,287,078.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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