Helios Technologies shares owned by Avalon Trust
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 8.1k | 52.13 |
| 2025-06-30 | $13k | 400 | 33.37 |
| 2025-03-31 | $13k | 400 | 32.09 |
| 2024-12-31 | $18k | 400 | 44.64 |
| 2024-09-30 | $19k | 400 | 47.70 |
| 2024-06-30 | $19k | 400 | 47.75 |
| 2024-03-31 | $18k | 400 | 44.69 |
| 2023-12-31 | $18k | 400 | 45.35 |
| 2023-09-30 | $22k | 400 | 55.48 |
| 2023-06-30 | $26k | 400 | 66.09 |
| 2023-03-31 | $26k | 400 | 65.40 |