Helios Technologies shares owned by CWM
Historical chart of CWM investment in Helios Technologies
Tip: Access up to 7 years of quarterly data
All positions including Helios Technologies held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Helios Technologies by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98k | 1.9k | 51.96 |
| 2025-06-30 | $55k | 1.7k | 33.29 |
| 2025-03-31 | $4.0k | 120 | 33.33 |
| 2024-12-31 | $12k | 277 | 43.32 |
| 2024-09-30 | $11k | 238 | 46.22 |
| 2024-06-30 | $12k | 242 | 49.59 |
| 2024-03-31 | $10k | 233 | 42.92 |
| 2023-12-31 | $14k | 298 | 46.98 |
| 2023-09-30 | $1.0k | 11 | 90.91 |
| 2023-06-30 | $6.0k | 85 | 70.59 |
| 2023-03-31 | $2.0k | 37 | 54.05 |
| 2022-12-31 | $6.0k | 104 | 57.69 |
| 2021-12-31 | $21k | 200 | 105.00 |