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WealthPLAN Partners, LLC: HELO position timeline

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

WealthPLAN Partners, LLC held 83,971 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,971 shares
    Change vs previous 13F -8,613 shares

    1.09% of the 13F portfolio, value $5,674,781.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 92,584 shares
    Change vs previous 13F -20,413 shares

    1.14% of the 13F portfolio, value $5,917,012.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 112,997 shares
    Change vs previous 13F -2,883 shares

    1.12% of the 13F portfolio, value $7,506,406.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 115,880 shares
    Change vs previous 13F +2,815 shares

    1.13% of the 13F portfolio, value $7,532,181.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 113,065 shares
    Change vs previous 13F -57,463 shares

    1.14% of the 13F portfolio, value $7,075,631.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 170,528 shares
    Change vs previous 13F +9,899 shares

    1.43% of the 13F portfolio, value $10,177,084.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    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 160,629 shares
    Change vs previous 13F -7,131 shares

    1.41% of the 13F portfolio, value $9,965,411.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 167,760 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $10,256,846.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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