Helios Technologies shares owned by LPL Financial
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 5.4k | 52.13 |
| 2023-09-30 | $224k | 4.0k | 55.49 |
| 2023-06-30 | $1.1M | 17k | 66.09 |
| 2023-03-31 | $1.1M | 17k | 65.40 |
| 2022-12-31 | $774k | 14k | 55.29 |
| 2022-09-30 | $712k | 14k | 50.61 |
| 2022-06-30 | $848k | 13k | 64.07 |
| 2022-03-31 | $953k | 12k | 77.27 |
| 2021-12-31 | $1.0M | 9.7k | 104.92 |
| 2021-09-30 | $531k | 6.2k | 85.80 |
| 2021-06-30 | $445k | 5.7k | 78.02 |
| 2021-03-31 | $343k | 4.7k | 72.90 |
| 2020-12-31 | $254k | 4.8k | 53.37 |
| 2020-03-31 | $207k | 5.5k | 37.95 |
| 2019-12-31 | $263k | 5.7k | 46.16 |
| 2019-09-30 | $279k | 6.9k | 40.53 |
| 2019-06-30 | $318k | 6.8k | 46.67 |