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Shore Point Advisors, LLC: HELO position timeline

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

Shore Point Advisors, LLC held 44,800 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,800 shares
    Change vs previous 13F -3,940 shares

    1.04% of the 13F portfolio, value $3,027,610.

    13F-HR 0001907092-26-000004 filed by Shore Point 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 48,740 shares
    Change vs previous 13F +84 shares

    1.23% of the 13F portfolio, value $3,115,010.

    13F-HR 0001907092-26-000003 filed by Shore Point 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 48,656 shares
    Change vs previous 13F -495 shares

    1.37% of the 13F portfolio, value $3,232,281.

    13F-HR 0001907092-26-000001 filed by Shore Point 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 49,151 shares
    Change vs previous 13F +4,878 shares

    1.41% of the 13F portfolio, value $3,194,842.

    13F-HR 0001907092-25-000006 filed by Shore Point 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 44,273 shares
    Change vs previous 13F +558 shares

    1.33% of the 13F portfolio, value $2,770,614.

    13F-HR 0001907092-25-000004 filed by Shore Point 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 43,715 shares
    Change vs previous 13F -552 shares

    1.38% of the 13F portfolio, value $2,608,925.

    13F-HR 0001907092-25-000002 filed by Shore Point 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 44,267 shares
    Change vs previous 13F +5,448 shares

    1.48% of the 13F portfolio, value $2,746,381.

    13F-HR 0001907092-25-000001 filed by Shore Point Advisors, 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 38,819 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,373,415.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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