Helios Technologies shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Helios Technologies
Tip: Access up to 7 years of quarterly data
All positions including Helios Technologies held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Helios Technologies by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $447 | 10 | 44.70 |
2023-12-31 | $545 | 12 | 45.42 |
2023-09-30 | $722 | 13 | 55.54 |
2023-06-30 | $726 | 11 | 66.09 |
2023-03-31 | $916 | 14 | 65.43 |
2022-12-31 | $544 | 10 | 54.40 |
2022-06-30 | $1.0k | 13 | 76.92 |
2022-03-31 | $0 | 6 | 0.00 |
2021-12-31 | $0 | 3 | 0.00 |