Skip to content
Disclosery

Ameritas Investment Partners, Inc.: HELO position timeline

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

Ameritas Investment Partners, Inc. held 52,391 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 52,391 shares
    Change vs previous 13F +32,707 shares

    0.07% of the 13F portfolio, value $3,540,582.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, 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 19,684 shares
    Change vs previous 13F +193 shares

    0.05% of the 13F portfolio, value $1,258,036.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, 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 19,491 shares
    Change vs previous 13F -48,959 shares

    0.05% of the 13F portfolio, value $1,294,802.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, 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 68,450 shares
    Change vs previous 13F +35,250 shares

    0.29% of the 13F portfolio, value $4,449,276.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, 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 33,200 shares
    Change vs previous 13F -34,845 shares

    0.11% of the 13F portfolio, value $2,077,666.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, 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 68,045 shares
    Change vs previous 13F -37,642 shares

    0.17% of the 13F portfolio, value $4,195,129.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, 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 105,687 shares
    Change vs previous 13F +45,193 shares

    0.23% of the 13F portfolio, value $6,556,804.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, 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 60,494 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,698,606.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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