Skip to content
Disclosery

Simplicity Wealth,LLC: HELO position timeline

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

Simplicity Wealth,LLC held 32,598 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,598 shares
    Change vs previous 13F +17,682 shares

    0.07% of the 13F portfolio, value $2,202,996.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 14,916 shares
    Change vs previous 13F +3,497 shares

    0.05% of the 13F portfolio, value $953,304.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 11,419 shares
    Change vs previous 13F +3,187 shares

    0.05% of the 13F portfolio, value $758,552.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 8,232 shares
    Change vs previous 13F -2,616 shares

    0.03% of the 13F portfolio, value $535,088.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 10,848 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $678,868.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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