Summit Investment Advisors »

Helios Technologies shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Summit Investment Advisors 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $155k 3.3k 47.70
2024-06-30 $156k 3.3k 47.75
2024-03-31 $146k 3.3k 44.69
2023-12-31 $148k 3.3k 45.35
2023-09-30 $181k 3.3k 55.48
2023-06-30 $179k 2.7k 66.09
2023-03-31 $166k 2.5k 65.40
2022-12-31 $165k 2.5k 64.81
2022-09-30 $128k 2.5k 50.35
2022-06-30 $168k 2.5k 66.09
2022-03-31 $204k 2.5k 80.25
2021-12-31 $267k 2.5k 105.04
2021-09-30 $209k 2.5k 82.22
2021-06-30 $198k 2.5k 77.89
2021-03-31 $185k 2.5k 72.78
2020-12-31 $135k 2.5k 53.11
2020-09-30 $93k 2.5k 36.59
2020-06-30 $95k 2.5k 37.37
2020-03-31 $96k 2.5k 37.77
2019-12-31 $118k 2.5k 46.42
2019-09-30 $94k 2.3k 40.48
2019-06-30 $108k 2.3k 46.51