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Stephens Consulting, LLC: HELO position timeline

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

Stephens Consulting, LLC held 150 HELO shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,965.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 150 shares
    Change vs previous 13F -907 shares

    <0.01% of the 13F portfolio, value $9,776.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,057 shares
    Change vs previous 13F -3,329 shares

    0.02% of the 13F portfolio, value $66,146.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,386 shares
    Change vs previous 13F -80,885 shares

    0.07% of the 13F portfolio, value $261,750.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 85,271 shares
    Change vs previous 13F +8,657 shares

    1.33% of the 13F portfolio, value $5,290,219.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 76,614 shares
    Change vs previous 13F +75,646 shares

    1.2% of the 13F portfolio, value $4,684,192.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $56,687.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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