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Disclosery

SK Wealth Management, LLC: HELO position timeline

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

SK Wealth Management, LLC held 27,659 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,659 shares
    Change vs previous 13F -19,696 shares

    0.43% of the 13F portfolio, value $1,930,842.

    13F-HR 0001867958-26-000006 filed by SK Wealth Management, 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 47,355 shares
    Change vs previous 13F -5,738 shares

    0.84% of the 13F portfolio, value $3,043,506.

    13F-HR 0001867958-26-000005 filed by SK Wealth Management, 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 53,093 shares
    Change vs previous 13F -125,412 shares

    0.99% of the 13F portfolio, value $3,567,289.

    13F-HR 0001867958-26-000001 filed by SK Wealth Management, 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 178,505 shares
    Change vs previous 13F -61,138 shares

    4.33% of the 13F portfolio, value $11,609,981.

    13F-HR 0001867958-25-000006 filed by SK Wealth Management, 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 239,643 shares
    Change vs previous 13F -9,641 shares

    6.54% of the 13F portfolio, value $15,090,310.

    13F-HR 0001867958-25-000004 filed by SK Wealth Management, 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 249,284 shares
    Change vs previous 13F -28,410 shares

    7.72% of the 13F portfolio, value $14,378,699.

    13F-HR 0001867958-25-000003 filed by SK Wealth Management, 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 277,694 shares
    Change vs previous 13F +10,630 shares

    8.77% of the 13F portfolio, value $17,228,144.

    13F-HR 0001867958-25-000002 filed by SK Wealth Management, 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 267,064 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $16,731,568.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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