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
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Quarterly reported holdings in Helios Technologies by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 2.8k | 52.13 |
| 2025-06-30 | $109k | 3.3k | 33.37 |
| 2025-03-31 | $105k | 3.3k | 32.09 |
| 2024-12-31 | $145k | 3.3k | 44.64 |
| 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 |
More positions owned by Summit Investment Advisors
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