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Disclosery

Security National Bank: HELO position timeline

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

Security National Bank held 32,867 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,867 shares
    Change vs previous 13F +4,612 shares

    0.27% of the 13F portfolio, value $2,221,152.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 28,255 shares
    Change vs previous 13F +5,005 shares

    0.26% of the 13F portfolio, value $1,805,777.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 23,250 shares
    Change vs previous 13F +3,359 shares

    0.22% of the 13F portfolio, value $1,544,498.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 19,891 shares
    Change vs previous 13F +2,037 shares

    0.2% of the 13F portfolio, value $1,292,915.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 17,854 shares
    Change vs previous 13F -2,380 shares

    0.19% of the 13F portfolio, value $1,117,303.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 20,234 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $1,207,565.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 20,231 shares
    Change vs previous 13F +982 shares

    0.18% of the 13F portfolio, value $1,255,131.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 19,249 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,176,884.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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