Stratos Wealth Partners, LTD.: HELO position timeline

Stratos Wealth Partners, LTD. held 51,613 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 51,613 shares

   Change vs previous 13F -12,075 shares

   0.03% of the 13F portfolio, value $3,488,017.

   13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 33,850 shares
   • Stratos Wealth Advisors, LLC: 17,763 shares

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

2. period ended2026-03-31

   13F 63,688 shares

   Change vs previous 13F -11,015 shares

   0.04% of the 13F portfolio, value $4,070,368.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 45,684 shares
   • Stratos Wealth Advisors, LLC: 18,004 shares

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

3. period ended2025-12-31

   13F 74,703 shares

   Change vs previous 13F -540 shares

   0.05% of the 13F portfolio, value $4,962,631.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 54,964 shares
   • Stratos Wealth Advisors, LLC: 19,739 shares

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

4. period ended2025-09-30

   13F 75,243 shares

   Change vs previous 13F +19,413 shares

   0.05% of the 13F portfolio, value $4,890,819.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 54,514 shares
   • Stratos Wealth Advisors, LLC: 20,729 shares

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

5. period ended2025-06-30

   13F 55,830 shares

   Change vs previous 13F -6,636 shares

   0.04% of the 13F portfolio, value $3,493,867.

   13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 33,022 shares
   • Stratos Wealth Advisors, LLC: 22,808 shares

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

6. period ended2025-03-31

   13F 62,466 shares

   Change vs previous 13F +5,660 shares

   0.04% of the 13F portfolio, value $3,728,021.

   13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Stratos Wealth Partners, LTD.: 32,388 shares
   • Stratos Wealth Advisors, LLC: 30,078 shares

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

7. period ended2024-12-31

   13F 56,806 shares

   Change vs previous 13F +16,716 shares

   0.04% of the 13F portfolio, value $3,524,291.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 29,889 shares
   • Stratos Wealth Advisors, LLC: 26,917 shares

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

8. period ended2024-09-30

   13F 40,090 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $2,451,155.

   13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 24,541 shares
   • Stratos Wealth Advisors, LLC: 15,549 shares

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