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Disclosery

SouthState Bank Corp: HELO position timeline

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

SouthState Bank Corp held 158,105 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,105 shares
    Change vs previous 13F +2,221 shares

    0.45% of the 13F portfolio, value $10,684,720.

    13F-HR 0001104659-26-091851 filed by SouthState Bank Corp
    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 155,884 shares
    Change vs previous 13F +9,708 shares

    0.46% of the 13F portfolio, value $9,962,524.

    13F-HR 0001104659-26-055307 filed by SouthState Bank Corp
    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 146,176 shares
    Change vs previous 13F -9,254 shares

    0.43% of the 13F portfolio, value $9,710,464.

    13F-HR 0001104659-26-013140 filed by SouthState Bank Corp
    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 155,430 shares
    Change vs previous 13F -68,329 shares

    0.47% of the 13F portfolio, value $10,102,919.

    13F-HR 0001104659-25-106724 filed by SouthState Bank Corp
    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 223,759 shares
    Change vs previous 13F -21,895 shares

    0.61% of the 13F portfolio, value $14,002,847.

    13F-HR 0001104659-25-074543 filed by SouthState Bank Corp
    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 245,654 shares
    Change vs previous 13F +229,425 shares

    0.67% of the 13F portfolio, value $14,660,631.

    13F-HR 0001104659-25-047320 filed by SouthState Bank Corp
    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 16,229 shares
    Change vs previous 13F +3,225 shares

    0.07% of the 13F portfolio, value $1,006,847.

    13F-HR 0001104659-25-010950 filed by SouthState Bank Corp
    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 13,004 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $795,065.

    13F-HR 0001104659-24-115618 filed by SouthState Bank Corp
    Filed (acceptance time not in the bulk data set), ingested

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