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Disclosery

Brookstone Capital Management: HELO position timeline

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

Brookstone Capital Management held 358,377 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,377 shares
    Change vs previous 13F +60,188 shares

    0.24% of the 13F portfolio, value $24,219,098.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 298,189 shares
    Change vs previous 13F +57,591 shares

    0.22% of the 13F portfolio, value $19,057,283.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 240,598 shares
    Change vs previous 13F +44,712 shares

    0.18% of the 13F portfolio, value $15,982,918.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 195,886 shares
    Change vs previous 13F +71,967 shares

    0.15% of the 13F portfolio, value $12,732,596.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 123,919 shares
    Change vs previous 13F -3,227 shares

    0.1% of the 13F portfolio, value $7,754,827.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 127,146 shares
    Change vs previous 13F +30,873 shares

    0.11% of the 13F portfolio, value $7,588,067.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    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 96,273 shares
    Change vs previous 13F +49,841 shares

    0.09% of the 13F portfolio, value $5,972,775.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    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 46,432 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,838,869.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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