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TRUIST FINANCIAL CORP: HELO position timeline

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

TRUIST FINANCIAL CORP held 19,617 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,617 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $1,325,745.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL 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 20,074 shares
    Change vs previous 13F +446 shares

    <0.01% of the 13F portfolio, value $1,282,957.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL 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 19,628 shares
    Change vs previous 13F +3,284 shares

    <0.01% of the 13F portfolio, value $1,303,892.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL 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 16,344 shares
    Change vs previous 13F -1,259 shares

    <0.01% of the 13F portfolio, value $1,062,389.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL 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 17,603 shares
    Change vs previous 13F +11,932 shares

    <0.01% of the 13F portfolio, value $1,101,601.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL 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 5,671 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $338,445.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL 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 5,685 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $352,697.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL 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 5,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,103.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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