Skip to content
Disclosery

Smallwood Wealth Investment Management, LLC: HELO position timeline

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

Smallwood Wealth Investment Management, LLC held 106,768 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,768 shares
    Change vs previous 13F +17,605 shares

    3.15% of the 13F portfolio, value $7,215,381.

    13F-HR 0001921304-26-000004 filed by Smallwood Wealth Investment 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 89,163 shares
    Change vs previous 13F +6,379 shares

    3% of the 13F portfolio, value $5,698,407.

    13F-HR 0001921304-26-000003 filed by Smallwood Wealth Investment 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 82,784 shares
    Change vs previous 13F +8,519 shares

    2.88% of the 13F portfolio, value $5,499,341.

    13F-HR 0001921304-26-000002 filed by Smallwood Wealth Investment 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 74,265 shares
    Change vs previous 13F +21,305 shares

    2.48% of the 13F portfolio, value $4,827,225.

    13F-HR 0001921304-25-000006 filed by Smallwood Wealth Investment 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 52,960 shares
    Change vs previous 13F +17,209 shares

    1.89% of the 13F portfolio, value $3,314,236.

    13F-HR 0001921304-25-000005 filed by Smallwood Wealth Investment 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 35,751 shares
    Change vs previous 13F +13,862 shares

    1.34% of the 13F portfolio, value $2,133,619.

    13F-HR 0001921304-25-000003 filed by Smallwood Wealth Investment 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 21,889 shares
    Change vs previous 13F +12,367 shares

    0.94% of the 13F portfolio, value $1,357,994.

    13F-HR 0001667731-25-000047 filed by Smallwood Wealth Investment 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 9,522 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $582,175.

    13F-HR 0001921304-24-000004 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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