Helios Technologies shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $134k | 2.6k | 52.00 |
| 2025-06-30 | $67k | 1.5k | 44.57 |
| 2025-03-31 | $49k | 1.5k | 32.15 |
| 2024-12-31 | $21k | 441 | 47.80 |
| 2024-09-30 | $111k | 2.3k | 47.80 |
| 2024-03-31 | $103k | 2.3k | 44.78 |
| 2023-12-31 | $208k | 4.6k | 45.35 |
| 2023-09-30 | $220k | 4.0k | 55.48 |
| 2023-06-30 | $202k | 3.1k | 66.09 |
| 2023-03-31 | $215k | 3.3k | 65.40 |
| 2022-12-31 | $205k | 3.8k | 54.16 |
| 2022-09-30 | $119k | 2.3k | 50.83 |
| 2022-06-30 | $373k | 5.7k | 65.66 |
| 2022-03-31 | $491k | 6.1k | 80.70 |
| 2021-12-31 | $556k | 5.3k | 105.58 |
| 2021-09-30 | $398k | 4.9k | 81.91 |
| 2021-06-30 | $365k | 4.5k | 80.88 |
| 2021-03-31 | $130k | 1.7k | 76.92 |
| 2020-12-31 | $68k | 1.3k | 51.28 |
| 2020-09-30 | $45k | 1.3k | 34.19 |
| 2020-06-30 | $44k | 1.3k | 34.19 |
| 2020-03-31 | $46k | 1.2k | 38.96 |