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Disclosery

Wela Strategies, Inc.: HIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on HIO, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 127,018 HIO shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 127,018 shares
    Change vs previous 13F +6,892 shares

    0.18% of the 13F portfolio, value $487,749.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 120,126 shares
    Change vs previous 13F +73 shares

    0.19% of the 13F portfolio, value $478,101.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 120,053 shares
    Change vs previous 13F -143 shares

    0.2% of the 13F portfolio, value $477,811.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 120,196 shares
    Change vs previous 13F +2,304 shares

    0.2% of the 13F portfolio, value $472,370.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 117,892 shares
    Change vs previous 13F -58,199 shares

    0.21% of the 13F portfolio, value $477,463.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 176,091 shares
    Change vs previous 13F +6,638 shares

    0.31% of the 13F portfolio, value $670,907.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 169,453 shares
    Change vs previous 13F -80,779 shares

    0.31% of the 13F portfolio, value $660,867.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 250,232 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $965,896.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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