Principle Wealth Partners »

Helios Technologies shares owned by Principle Wealth Partners

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Principle Wealth Partners from 13F filings

Historical chart of Principle Wealth Partners investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $241k 5.0k 47.75
2024-03-31 $225k 5.0k 44.69
2023-12-31 $229k 5.0k 45.35
2023-09-30 $280k 5.0k 55.48
2023-06-30 $333k 5.0k 66.09
2023-03-31 $330k 5.0k 65.40
2022-12-31 $275k 5.0k 54.44
2022-09-30 $255k 5.0k 50.57
2022-06-30 $334k 5.0k 66.23
2022-03-31 $405k 5.0k 80.31
2021-12-31 $530k 5.0k 105.10
2021-09-30 $480k 5.8k 82.14
2021-06-30 $456k 5.8k 78.03
2021-03-31 $426k 5.8k 72.90
2020-12-31 $311k 5.8k 53.22