SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in HELE — Helen Of Troy Ltd
CIK 1531593
NEW YORK, NY
Position in HELE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,595
-$12,025 QoQ
Shares Held
180
-73.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $182,861 across 6 Household & Personal Products names.
All Filings in HELE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,595 | 180 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,620 | 688 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $67,743 | 2,387 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $11,188 | 187 | Shares | Sole | 2025-02-12 | |
| 2023-03-31 | $475 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $110 | 1 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||