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Disclosery

SIGNATUREFD, LLC: HELO position timeline

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

SIGNATUREFD, LLC held 197,246 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,246 shares
    Change vs previous 13F -10,601 shares

    0.18% of the 13F portfolio, value $13,329,858.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 207,847 shares
    Change vs previous 13F -60,545 shares

    0.2% of the 13F portfolio, value $13,283,477.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 268,392 shares
    Change vs previous 13F -5,092 shares

    0.27% of the 13F portfolio, value $17,829,251.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 273,484 shares
    Change vs previous 13F -26,870 shares

    0.28% of the 13F portfolio, value $17,776,469.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 300,354 shares
    Change vs previous 13F -60,357 shares

    0.32% of the 13F portfolio, value $18,796,126.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 360,711 shares
    Change vs previous 13F +135,152 shares

    0.41% of the 13F portfolio, value $21,527,229.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 225,559 shares
    Change vs previous 13F +135,937 shares

    0.27% of the 13F portfolio, value $13,993,703.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 89,622 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,479,489.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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