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THOROUGHBRED FINANCIAL SERVICES, LLC: HELO position timeline

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

THOROUGHBRED FINANCIAL SERVICES, LLC held 35,786 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,786 shares
    Change vs previous 13F +162 shares

    0.12% of the 13F portfolio, value $2,418,000.

    13F-HR 0001091370-26-000005 filed by THOROUGHBRED FINANCIAL SERVICES, 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 35,624 shares
    Change vs previous 13F +851 shares

    0.14% of the 13F portfolio, value $2,276,000.

    13F-HR 0001091370-26-000004 filed by THOROUGHBRED FINANCIAL SERVICES, 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 34,773 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $2,309,000.

    13F-HR 0001091370-26-000002 filed by THOROUGHBRED FINANCIAL SERVICES, 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 34,938 shares
    Change vs previous 13F -708 shares

    0.14% of the 13F portfolio, value $2,270,000.

    13F-HR 0001091370-25-000009 filed by THOROUGHBRED FINANCIAL SERVICES, 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 35,646 shares
    Change vs previous 13F -1,582 shares

    0.16% of the 13F portfolio, value $2,230,000.

    13F-HR 0001091370-25-000006 filed by THOROUGHBRED FINANCIAL SERVICES, 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 37,228 shares
    Change vs previous 13F +2,330 shares

    0.14% of the 13F portfolio, value $2,221,000.

    13F-HR 0001091370-25-000004 filed by THOROUGHBRED FINANCIAL SERVICES, 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 34,898 shares
    Change vs previous 13F +5,217 shares

    0.13% of the 13F portfolio, value $2,165,000.

    13F-HR 0001091370-25-000002 filed by THOROUGHBRED FINANCIAL SERVICES, 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 29,681 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,814,000.

    13F-HR 0001091370-24-000006 filed by THOROUGHBRED FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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