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Helios Technologies shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Helios Technologies

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All positions including Helios Technologies held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2k 78 53.49
2025-09-30 $4.1k 78 52.13
2022-06-30 $2.0k 30 66.67
2022-03-31 $2.0k 30 66.67
2021-12-31 $3.0k 30 100.00

More positions owned by C.M. Bidwell & Associates

Vanguard S&p 500 Etf idx (VOO)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Total Stock Market ETF (VTI)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Russell 2000 Index (IWM)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
Schwab Strategic Tr sht tm us tres (SCHO)
iShares S&P 500 Index (IVV)
Ishares Tr core strm usbd (ISTB)
iShares MSCI ACWI ex US Index Fund (ACWX)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
Schwab Strategic Tr 0 (SCHP)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)

View all positions for C.M. Bidwell & Associates

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Dimensional Fund Advisors
Conestoga Capital Advisors
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Thrivent Financial for Lutherans
Jennison Associates
State Street Corporation
Geode Capital Management
ACK Asset Management
T. Rowe Price Investment Management
Vaughan Nelson Investment Management
Neuberger Berman Group

View all funds holding Helios Technologies