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Helios Technologies shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 4.3k 52.13

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Top funds holding Helios Technologies

Vanguard Group
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Thrivent Financial for Lutherans
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Daniel D. Thurber
T. Rowe Price Investment Management
DePrince Race & Zollo
State Street Corporation
Geode Capital Management
Vaughan Nelson Investment Management
ACK Asset Management

View all funds holding Helios Technologies