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WealthPlan Investment Management, LLC: HELO position timeline

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

WealthPlan Investment Management, LLC held 228,935 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 228,935 shares
    Change vs previous 13F +33,263 shares

    0.77% of the 13F portfolio, value $15,835,456.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 195,672 shares
    Change vs previous 13F -6,092 shares

    0.66% of the 13F portfolio, value $13,223,487.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 201,764 shares
    Change vs previous 13F -9,736 shares

    0.72% of the 13F portfolio, value $12,894,724.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 211,500 shares
    Change vs previous 13F -20,045 shares

    0.9% of the 13F portfolio, value $14,049,988.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 231,545 shares
    Change vs previous 13F +23,436 shares

    1% of the 13F portfolio, value $15,050,454.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 208,109 shares
    Change vs previous 13F +61,045 shares

    0.95% of the 13F portfolio, value $13,023,476.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 147,064 shares
    Change vs previous 13F -68,926 shares

    0.86% of the 13F portfolio, value $8,776,768.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 215,990 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $13,399,994.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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