Tyler-Stone Wealth Management: HELO position timeline

Tyler-Stone Wealth Management held 103,617 HELO shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 103,617 shares

   Change vs previous 13F +11,508 shares

   1.04% of the 13F portfolio, value $6,484,390.

   13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 92,109 shares

   Change vs previous 13F +33,407 shares

   0.99% of the 13F portfolio, value $5,497,064.

   13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 58,702 shares

   Change vs previous 13F +25,656 shares

   0.65% of the 13F portfolio, value $3,641,868.

   13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 33,046 shares

   Change vs previous 13F +27,716 shares

   0.38% of the 13F portfolio, value $2,020,432.

   13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 5,330 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $312,125.

   13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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