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Disclosery

Thrivent Financial for Lutherans: HELO position timeline

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

Thrivent Financial for Lutherans held 137,571 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,571 shares
    Change vs previous 13F +6,663 shares

    0.02% of the 13F portfolio, value $9,297,000.

    13F-HR 0001193125-26-351883 filed by Thrivent Financial for Lutherans
    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 130,908 shares
    Change vs previous 13F +1,587 shares

    0.02% of the 13F portfolio, value $8,366,000.

    13F-HR 0001193125-26-199781 filed by Thrivent Financial for Lutherans
    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 129,321 shares
    Change vs previous 13F +4,400 shares

    0.02% of the 13F portfolio, value $8,635,000.

    13F-HR 0001193125-26-038569 filed by Thrivent Financial for Lutherans
    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 124,921 shares
    Change vs previous 13F +114,774 shares

    0.02% of the 13F portfolio, value $8,120,000.

    13F-HR 0001193125-25-263690 filed by Thrivent Financial for Lutherans
    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/A 10,147 shares
    Change vs previous 13F -112,451 shares

    <0.01% of the 13F portfolio, value $635,000.

    13F-HR/A 0000950123-25-008580 filed by Thrivent Financial for Lutherans
    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/A 122,598 shares
    Change vs previous 13F -5,534 shares

    0.02% of the 13F portfolio, value $7,714,000.

    13F-HR/A 0000950123-25-008570 filed by Thrivent Financial for Lutherans
    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 128,132 shares
    Change vs previous 13F +18,513 shares

    0.02% of the 13F portfolio, value $8,057,000.

    13F-HR 0000950123-25-001397 filed by Thrivent Financial for Lutherans
    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 109,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,702,000.

    13F-HR 0000950123-24-010504 filed by Thrivent Financial for Lutherans
    Filed (acceptance time not in the bulk data set), ingested

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