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CARY STREET PARTNERS ASSET MANAGEMENT LLC: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on HELO, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 253,231 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,231 shares
    Change vs previous 13F -4,534 shares

    0.34% of the 13F portfolio, value $17,113,327.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 202,248 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 50,983 shares

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

  2. period ended2026-03-31
    13F 257,765 shares
    Change vs previous 13F -15,377 shares

    0.37% of the 13F portfolio, value $16,473,740.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 222,792 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 34,973 shares

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

  3. period ended2025-12-31
    13F 273,142 shares
    Change vs previous 13F -18,073 shares

    0.41% of the 13F portfolio, value $18,144,833.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 241,787 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 31,355 shares

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

  4. period ended2025-09-30
    13F 291,215 shares
    Change vs previous 13F +21,628 shares

    0.46% of the 13F portfolio, value $18,928,932.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 290,975 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 240 shares

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

  5. period ended2025-06-30
    13F 269,587 shares
    Change vs previous 13F +14,411 shares

    0.45% of the 13F portfolio, value $16,870,750.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 269,187 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 400 shares

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

  6. period ended2025-03-31
    13F 255,176 shares
    Change vs previous 13F +33,559 shares

    0.46% of the 13F portfolio, value $15,228,877.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 254,776 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 400 shares

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

  7. period ended2024-12-31
    13F 221,617 shares
    Change vs previous 13F +62,106 shares

    0.43% of the 13F portfolio, value $13,749,102.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 220,721 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 896 shares

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

  8. period ended2024-09-30
    13F 159,511 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,752,502.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 159,511 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 71,143 shares (included in another member's report, not added)

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