Helios Technologies shares owned by Sara-Bay Financial
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Sara-Bay Financial
from 13F filings
Historical chart of Sara-Bay Financial investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Sara-Bay Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 1.2M | 52.13 |
| 2025-06-30 | $41M | 1.2M | 33.37 |
| 2025-03-31 | $39M | 1.2M | 32.27 |
| 2024-12-31 | $54M | 1.2M | 44.42 |
| 2024-09-30 | $46M | 970k | 47.70 |
| 2024-06-30 | $46M | 971k | 47.75 |
| 2024-03-31 | $43M | 981k | 44.05 |
| 2023-12-31 | $45M | 984k | 45.35 |
| 2023-09-30 | $55M | 986k | 55.48 |
| 2023-06-30 | $66M | 995k | 66.09 |
| 2023-03-31 | $66M | 1.0M | 65.40 |
| 2022-12-31 | $55M | 1.0M | 54.44 |
| 2022-09-30 | $52M | 1.0M | 50.60 |
| 2022-06-30 | $76M | 1.1M | 65.92 |
| 2022-03-31 | $93M | 1.2M | 80.25 |
| 2021-12-31 | $122M | 1.2M | 105.17 |
| 2021-09-30 | $81M | 991k | 82.11 |
| 2021-06-30 | $78M | 994k | 78.16 |
| 2021-03-31 | $73M | 998k | 72.87 |
| 2020-12-31 | $55M | 1.0M | 53.29 |
| 2020-09-30 | $45M | 1.2M | 36.40 |
| 2020-06-30 | $46M | 1.3M | 35.68 |