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Disclosery

Wick Capital Partners, LLC: HELO position timeline

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

Wick Capital Partners, LLC held 175,600 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 175,600 shares
    Change vs previous 13F -21 shares

    1.79% of the 13F portfolio, value $11,867,048.

    13F-HR 0001904388-26-000005 filed by Wick Capital 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 175,621 shares
    Change vs previous 13F +1,743 shares

    2.05% of the 13F portfolio, value $11,223,938.

    13F-HR 0001904388-26-000004 filed by Wick Capital 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/A 173,878 shares
    Change vs previous 13F +166,505 shares

    2.07% of the 13F portfolio, value $11,550,716.

    13F-HR/A 0001904388-26-000002 filed by Wick Capital 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 7,373 shares
    Change vs previous 13F +6,906 shares

    0.11% of the 13F portfolio, value $479,245.

    13F-HR 0001904388-25-000008 filed by Wick Capital 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 467 shares
    Change vs previous 13F -18,607 shares

    0.06% of the 13F portfolio, value $212,772.

    13F-HR 0001904388-25-000006 filed by Wick Capital 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 19,074 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,138,351.

    13F-HR 0001904388-25-000003 filed by Wick Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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