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Alaska Permanent Capital Management, LLC: HELO position timeline

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

Alaska Permanent Capital Management, LLC held 211,248 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,248 shares
    Change vs previous 13F +7,666 shares

    0.58% of the 13F portfolio, value $14,274,866.

    13F-HR 0001398344-26-014080 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 128,528 shares
    • Alaska Wealth Advisors, LLC: 82,720 shares

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

  2. period ended2026-03-31
    13F 203,582 shares
    Change vs previous 13F +14,832 shares

    0.58% of the 13F portfolio, value $13,020,747.

    13F-HR 0001398344-26-007165 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 122,243 shares
    • Alaska Wealth Advisors, LLC: 81,339 shares

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

  3. period ended2025-12-31
    13F 188,750 shares
    Change vs previous 13F +2,985 shares

    0.6% of the 13F portfolio, value $12,531,992.

    13F-HR 0001398344-26-003005 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 111,550 shares
    • Alaska Wealth Advisors, LLC: 77,200 shares

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

  4. period ended2025-09-30
    13F 185,765 shares
    Change vs previous 13F +64,106 shares

    0.57% of the 13F portfolio, value $12,072,352.

    13F-HR 0001398344-25-020109 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 116,653 shares
    • Alaska Wealth Advisors, LLC: 69,112 shares

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

  5. period ended2025-06-30
    13F 121,659 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,612,206.

    13F-HR 0001398344-25-014063 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 116,202 shares
    • Alaska Wealth Advisors, LLC: 5,457 shares

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