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Helios Technologies shares owned by Creative Planning

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Helios Technologies

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All positions including Helios Technologies held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 33k 52.13
2025-06-30 $1.0M 31k 33.37
2024-12-31 $22k 485 44.64
2024-06-30 $347k 7.3k 47.75

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View all positions for Creative Planning

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Thrivent Financial for Lutherans
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Daniel D. Thurber
T. Rowe Price Investment Management
DePrince Race & Zollo
State Street Corporation
Geode Capital Management
Vaughan Nelson Investment Management
ACK Asset Management

View all funds holding Helios Technologies