HELO
Congressional Trades
No congressional trades in HELO on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed2
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| Citadel Advisors LLC | 0 | $0 | closed |
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 135.2K | $8.6M | 4.82% | Mar 31, 2026 |
| Ladenburg Growth Fund Northern Lights Fund Trust | 101.6K | $6.5M | 4.84% | Mar 31, 2026 |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 35.8K | $2.3M | 3.94% | Mar 31, 2026 |
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 29.8K | $1.9M | 2.89% | Mar 31, 2026 |
| Ladenburg Income Fund Northern Lights Fund Trust | 5,904 | $377K | 4.01% | Mar 31, 2026 |
| Alpha Architect US Equity 3 ETF EA Series Trust | 823 | $53K | 0.02% | Mar 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list HELO's shares (CUSIP 46654Q724), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming HELO as the client.
Government Contracts
No federal contract awards found for HELO.
U.S. Patents
No USPTO patent applications found for HELO.
Annual Financials
No annual XBRL figures on record for HELO. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in HELO's price history.
Material Events (8-K)
No 8-K filings on record.
About HELO
No company profile on record.