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Skyline Advisors, Inc.: HELO position timeline

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

Skyline Advisors, Inc. held 27,596 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,596 shares
    Change vs previous 13F -65,892 shares

    0.59% of the 13F portfolio, value $1,864,935.

    13F-HR 0001843832-26-000004 filed by Skyline Advisors, Inc.
    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 93,488 shares
    Change vs previous 13F -89,915 shares

    2.08% of the 13F portfolio, value $5,974,818.

    13F-HR 0001843832-26-000002 filed by Skyline Advisors, Inc.
    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 183,403 shares
    Change vs previous 13F -4,927 shares

    4.07% of the 13F portfolio, value $12,183,472.

    13F-HR 0001843832-26-000001 filed by Skyline Advisors, Inc.
    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 188,330 shares
    Change vs previous 13F +23,313 shares

    4.22% of the 13F portfolio, value $12,241,441.

    13F-HR 0001843832-25-000002 filed by Skyline Advisors, Inc.
    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 165,017 shares
    Change vs previous 13F -22,043 shares

    3.81% of the 13F portfolio, value $10,326,788.

    13F-HR 0001085146-25-003754 filed by Skyline Advisors, Inc.
    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 187,060 shares
    Change vs previous 13F +1,384 shares

    4.4% of the 13F portfolio, value $11,163,758.

    13F-HR 0001085146-25-002112 filed by Skyline Advisors, Inc.
    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 185,676 shares
    Change vs previous 13F not available

    4.47% of the 13F portfolio, value $11,519,337.

    13F-HR 0001085146-25-001776 filed by Skyline Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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