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Visionary Wealth Advisors: HELO position timeline

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

Visionary Wealth Advisors held 145,694 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,694 shares
    Change vs previous 13F -16,517 shares

    0.39% of the 13F portfolio, value $9,846,008.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 162,211 shares
    Change vs previous 13F -24,705 shares

    0.46% of the 13F portfolio, value $10,366,918.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 186,916 shares
    Change vs previous 13F +109 shares

    0.56% of the 13F portfolio, value $12,416,810.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 186,807 shares
    Change vs previous 13F -3,160 shares

    0.57% of the 13F portfolio, value $12,142,454.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 189,967 shares
    Change vs previous 13F +7,480 shares

    0.61% of the 13F portfolio, value $11,888,160.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 182,487 shares
    Change vs previous 13F +15,825 shares

    0.65% of the 13F portfolio, value $10,890,820.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 166,662 shares
    Change vs previous 13F +49,505 shares

    0.61% of the 13F portfolio, value $10,339,715.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 117,157 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,163,000.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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