Helios Technologies shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 16k | 52.13 |
| 2025-06-30 | $447k | 13k | 33.37 |
| 2023-09-30 | $229k | 4.1k | 55.48 |
| 2022-06-30 | $34k | 519 | 65.51 |
| 2022-03-31 | $37k | 461 | 80.26 |
| 2021-12-31 | $51k | 486 | 104.94 |
| 2021-09-30 | $42k | 511 | 82.19 |
| 2021-06-30 | $27k | 349 | 77.36 |
| 2021-03-31 | $26k | 356 | 73.03 |
| 2020-12-31 | $9.0k | 162 | 55.56 |
| 2020-09-30 | $6.0k | 161 | 37.27 |
| 2020-06-30 | $6.0k | 161 | 37.27 |
More positions owned by Captrust Financial Advisors
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