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CreativeOne Wealth, LLC: HELO position timeline

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

CreativeOne Wealth, LLC held 109,740 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,740 shares
    Change vs previous 13F -72,886 shares

    0.16% of the 13F portfolio, value $7,416,237.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 182,626 shares
    Change vs previous 13F -18,685 shares

    0.27% of the 13F portfolio, value $11,671,626.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 201,311 shares
    Change vs previous 13F -1,368 shares

    0.32% of the 13F portfolio, value $13,373,110.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 202,679 shares
    Change vs previous 13F -23,443 shares

    0.32% of the 13F portfolio, value $13,174,111.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 226,122 shares
    Change vs previous 13F +9,583 shares

    0.37% of the 13F portfolio, value $14,150,686.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 216,539 shares
    Change vs previous 13F +46,764 shares

    0.39% of the 13F portfolio, value $12,923,018.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 169,775 shares
    Change vs previous 13F +54,939 shares

    0.32% of the 13F portfolio, value $10,532,849.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 114,836 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,021,072.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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