Helios Technologies shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Helios Technologies
Tip: Access up to 7 years of quarterly data
All positions including Helios Technologies held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Helios Technologies by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 5.0k | 44.69 |
| 2023-12-31 | $229k | 5.0k | 45.35 |
| 2023-09-30 | $280k | 5.0k | 55.48 |
| 2023-06-30 | $333k | 5.0k | 66.09 |
| 2023-03-31 | $330k | 5.0k | 65.40 |
| 2022-12-31 | $275k | 5.0k | 54.44 |
| 2022-09-30 | $255k | 5.0k | 50.57 |
| 2022-06-30 | $334k | 5.0k | 66.23 |
| 2022-03-31 | $405k | 5.0k | 80.31 |
| 2021-12-31 | $530k | 5.0k | 105.10 |
| 2021-09-30 | $480k | 5.8k | 82.14 |
| 2021-06-30 | $456k | 5.8k | 78.03 |
| 2021-03-31 | $426k | 5.8k | 72.90 |
| 2020-12-31 | $311k | 5.8k | 53.22 |