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Sprinkle Financial Consultants LLC: HELO position timeline

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

Sprinkle Financial Consultants LLC held 145,012 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 145,012 shares
    Change vs previous 13F +24,679 shares

    3.92% of the 13F portfolio, value $10,030,890.

    13F-HR 0001085146-26-000861 filed by Sprinkle Financial Consultants LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 120,333 shares
    Change vs previous 13F +18,749 shares

    3.19% of the 13F portfolio, value $8,132,017.

    13F-HR 0002011593-26-000004 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 101,584 shares
    Change vs previous 13F +29,204 shares

    2.99% of the 13F portfolio, value $6,492,262.

    13F-HR 0002011593-26-000002 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,380 shares
    Change vs previous 13F +16,492 shares

    2.44% of the 13F portfolio, value $4,808,092.

    13F-HR 0002011593-26-000001 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,888 shares
    Change vs previous 13F +21,613 shares

    2.03% of the 13F portfolio, value $3,632,858.

    13F-HR 0001085146-25-005880 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,275 shares
    Change vs previous 13F -6,536 shares

    1.31% of the 13F portfolio, value $2,144,889.

    13F-HR 0001085146-25-003744 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 40,811 shares
    Change vs previous 13F +33,698 shares

    1.55% of the 13F portfolio, value $2,435,723.

    13F-HR 0001085146-25-002182 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,113 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $441,315.

    13F-HR 0001085146-25-000537 filed by Sprinkle Financial Consultants LLC
    Filed (acceptance time not in the bulk data set), ingested

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