Helios Technologies shares owned by CWM Advisors
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Helios Technologies
Tip: Access up to 7 years of quarterly data
All positions including Helios Technologies held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Helios Technologies by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 8.7k | 52.13 |
| 2025-06-30 | $390k | 12k | 33.37 |
| 2025-03-31 | $343k | 11k | 32.09 |
| 2024-12-31 | $400k | 9.0k | 44.64 |
| 2024-09-30 | $413k | 8.7k | 47.70 |
| 2024-06-30 | $348k | 7.3k | 47.75 |
| 2024-03-31 | $363k | 8.1k | 44.69 |