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Disclosery

Simmons Bank: HELO position timeline

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

Simmons Bank held 17,488 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,488 shares
    Change vs previous 13F +6,056 shares

    0.07% of the 13F portfolio, value $1,181,838.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 11,432 shares
    Change vs previous 13F +8,347 shares

    0.05% of the 13F portfolio, value $730,615.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 3,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,936.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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