Principal Securities »

Helios Technologies shares owned by Principal Securities

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Helios Technologies by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 275 47.70
2024-06-30 $13k 275 47.75
2024-03-31 $12k 275 44.69
2023-12-31 $14k 310 45.35

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
BlackRock
BlackRock
Thrivent Financial for Lutherans
Brown Capital Management
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Bank of America Corporation
State Street Corporation
Geode Capital Management
Henderson Group
T. Rowe Price Investment Management

View all funds holding Helios Technologies