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Legacy Wealth Managment, LLC/ID: HELO position timeline

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

Legacy Wealth Managment, LLC/ID held 19,604 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 19,604 shares
    Change vs previous 13F -5,089 shares

    0.55% of the 13F portfolio, value $1,324,838.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 24,693 shares
    Change vs previous 13F -264 shares

    0.79% of the 13F portfolio, value $1,578,130.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 24,957 shares
    Change vs previous 13F +1,451 shares

    0.79% of the 13F portfolio, value $1,657,894.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 23,506 shares
    Change vs previous 13F +1,222 shares

    0.69% of the 13F portfolio, value $1,527,890.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 22,284 shares
    Change vs previous 13F +5,998 shares

    0.74% of the 13F portfolio, value $1,394,533.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 16,286 shares
    Change vs previous 13F -1,244 shares

    0.71% of the 13F portfolio, value $971,949.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 17,530 shares
    Change vs previous 13F -15,890 shares

    0.72% of the 13F portfolio, value $1,100,183.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 33,420 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,100,113.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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