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SIERRA OCEAN, LLC: HELO position timeline

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

SIERRA OCEAN, LLC held 20,452 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,452 shares
    Change vs previous 13F +1,420 shares

    0.96% of the 13F portfolio, value $1,382,131.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, 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 19,032 shares
    Change vs previous 13F +1,473 shares

    1% of the 13F portfolio, value $1,216,316.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, 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 17,559 shares
    Change vs previous 13F +1,362 shares

    0.97% of the 13F portfolio, value $1,166,466.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, 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 16,197 shares
    Change vs previous 13F +15,700 shares

    0.88% of the 13F portfolio, value $1,052,784.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, 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 497 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $31,112.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, 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 353 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,076.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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