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TCFG Investment Advisors, LLC: HELO position timeline

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

TCFG Investment Advisors, LLC held 3,213 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,213 shares
    Change vs previous 13F -3,133 shares

    0.07% of the 13F portfolio, value $218,626.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
    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 6,346 shares
    Change vs previous 13F +3,203 shares

    0.08% of the 13F portfolio, value $406,968.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 3,173 shares
    • TCFG Investment Advisors, LLC: 3,173 shares

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

  3. period ended2025-12-31
    13F 3,143 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $210,927.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
    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/A 3,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $204,546.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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