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Total Clarity Wealth Management, Inc.: HELO position timeline

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

Total Clarity Wealth Management, Inc. held 11,189 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 11,189 shares
    Change vs previous 13F +340 shares

    0.15% of the 13F portfolio, value $756,127.

    13F-HR 0001804909-26-000004 filed by Total Clarity Wealth Management, 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 10,849 shares
    Change vs previous 13F +69 shares

    0.16% of the 13F portfolio, value $693,355.

    13F-HR 0001804909-26-000002 filed by Total Clarity Wealth Management, 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 10,780 shares
    Change vs previous 13F -1,759 shares

    0.17% of the 13F portfolio, value $716,141.

    13F-HR 0001804909-26-000001 filed by Total Clarity Wealth Management, 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 12,539 shares
    Change vs previous 13F -1,055 shares

    0.22% of the 13F portfolio, value $815,063.

    13F-HR 0001804909-25-000002 filed by Total Clarity Wealth Management, 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 13,594 shares
    Change vs previous 13F -831 shares

    0.24% of the 13F portfolio, value $850,707.

    13F-HR 0001085146-25-004179 filed by Total Clarity Wealth Management, 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 14,425 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $894,941.

    13F-HR 0001085146-25-002160 filed by Total Clarity Wealth Management, 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 14,425 shares
    Change vs previous 13F +386 shares

    0.29% of the 13F portfolio, value $894,941.

    13F-HR 0001085146-25-000460 filed by Total Clarity Wealth Management, Inc.
    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 14,039 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $858,347.

    13F-HR 0001085146-24-005021 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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