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Helios Technologies shares owned by Empower Advisory Group

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Empower Advisory Group from 13F filings

Historical chart of Empower Advisory Group investment in Helios Technologies

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All positions including Helios Technologies held by Empower Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Empower Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 6.2k 45.35
2023-09-30 $341k 6.2k 55.48
2023-06-30 $407k 6.2k 66.09
2023-03-31 $596k 9.2k 65.15

More positions owned by Empower Advisory Group

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Empower Advisory Group

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
Wellington Management Company
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Bank of America Corporation
New York State Common Retirement Fund
Iat Reinsurance
Royce & Associates
Ceredex Value Advisors
Bank of New York Mellon
Charles Schwab Investment Management
Norges Bank Investment Management
Millennium Management

View all funds holding Helios Technologies