Helios Technologies shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 10k | 52.13 |
| 2025-06-30 | $335k | 10k | 33.37 |
| 2025-03-31 | $322k | 10k | 32.09 |
| 2024-12-31 | $448k | 10k | 44.64 |
| 2024-09-30 | $478k | 10k | 47.70 |
| 2024-06-30 | $479k | 10k | 47.75 |
| 2024-03-31 | $448k | 10k | 44.69 |
| 2023-12-31 | $455k | 10k | 45.35 |
| 2023-09-30 | $556k | 10k | 55.48 |
| 2023-06-30 | $663k | 10k | 66.09 |
| 2023-03-31 | $656k | 10k | 65.40 |
More positions owned by Moneta Group Investment Advisors
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