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Helios Technologies shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Helios Technologies

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All positions including Helios Technologies held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3k 28 44.71
2023-12-31 $1.3k 28 45.36

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
Wellington Management Company
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Geode Capital Management
Bank of America Corporation
New York State Common Retirement Fund
Bank of New York Mellon
Iat Reinsurance
Charles Schwab Investment Management
Ceredex Value Advisors
Royce & Associates

View all funds holding Helios Technologies