Gallagher Fiduciary Advisors, LLC: HELO position timeline

Gallagher Fiduciary Advisors, LLC held 5,322 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,322 shares

   Change vs previous 13F -5,260 shares

   0.01% of the 13F portfolio, value $359,675.

   13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,582 shares

   Change vs previous 13F +683 shares

   0.03% of the 13F portfolio, value $676,284.

   13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,899 shares

   Change vs previous 13F +1,708 shares

   0.02% of the 13F portfolio, value $657,591.

   13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,191 shares

   Change vs previous 13F +1,755 shares

   0.02% of the 13F portfolio, value $532,392.

   13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,436 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $402,741.

   13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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