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Disclosery

WNY Asset Management, LLC: HELO position timeline

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

WNY Asset Management, LLC held 11,898 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,898 shares
    Change vs previous 13F -338 shares

    0.07% of the 13F portfolio, value $804,096.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 12,236 shares
    Change vs previous 13F -8,274 shares

    0.08% of the 13F portfolio, value $781,990.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 20,510 shares
    Change vs previous 13F -247 shares

    0.13% of the 13F portfolio, value $1,333,141.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 20,757 shares
    Change vs previous 13F +1,860 shares

    0.14% of the 13F portfolio, value $1,298,951.

    13F-HR 0001667731-25-001043 filed by WNY Asset 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 ended2025-03-31
    13F 18,897 shares
    Change vs previous 13F +10,493 shares

    0.13% of the 13F portfolio, value $1,127,773.

    13F-HR 0001667731-25-000592 filed by WNY Asset 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 ended2024-12-31
    13F 8,404 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $521,384.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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