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Focus Partners Wealth: HELO position timeline

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

Focus Partners Wealth held 838,298 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 838,298 shares
    Change vs previous 13F +42,105 shares

    0.05% of the 13F portfolio, value $56,652,287.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 824,518 shares
    • Focus Partners Advisor Solutions, LLC: 13,780 shares

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

  2. period ended2026-03-31
    13F 796,193 shares
    Change vs previous 13F +24,469 shares

    0.05% of the 13F portfolio, value $50,884,784.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 780,654 shares
    • Focus Partners Advisor Solutions, LLC: 15,539 shares

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

  3. period ended2025-12-31
    13F 771,724 shares
    Change vs previous 13F +38,092 shares

    0.06% of the 13F portfolio, value $50,538,727.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 733,632 shares
    Change vs previous 13F +38,938 shares

    0.08% of the 13F portfolio, value $47,686,081.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 694,694 shares
    Change vs previous 13F +23,086 shares

    0.09% of the 13F portfolio, value $43,473,993.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 671,608 shares
    Change vs previous 13F +77,350 shares

    0.1% of the 13F portfolio, value $40,081,598.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 594,258 shares
    Change vs previous 13F +57,680 shares

    0.1% of the 13F portfolio, value $36,867,774.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 594,258 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 536,578 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $32,806,431.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 527,050 shares
    • Focus Partners Advisor Solutions, LLC: 9,528 shares

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