Skip to content
Disclosery

CWM, LLC: HELE position timeline

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

CWM, LLC held 19,327 HELE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 19,327 shares
    Change vs previous 13F +16,485 shares

    <0.01% of the 13F portfolio, value $278,695.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,842 shares
    Change vs previous 13F -1,647 shares

    <0.01% of the 13F portfolio, value $60,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,489 shares
    Change vs previous 13F -2,438 shares

    <0.01% of the 13F portfolio, value $113,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,927 shares
    Change vs previous 13F +5,872 shares

    <0.01% of the 13F portfolio, value $197,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,055 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $56,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,399 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $84,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 730 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $45,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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