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Wealth Advisors of Tampa Bay, LLC: HELO position timeline

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

Wealth Advisors of Tampa Bay, LLC held 64,374 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,374 shares
    Change vs previous 13F +1,627 shares

    1.33% of the 13F portfolio, value $4,350,409.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, 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 62,747 shares
    Change vs previous 13F +2,913 shares

    1.33% of the 13F portfolio, value $4,010,161.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, 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 59,834 shares
    Change vs previous 13F -5,533 shares

    1.37% of the 13F portfolio, value $3,974,811.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, 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 65,367 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $4,248,871.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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