Jones Financial Companies, L.L »

Helios Technologies shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.4k 100 33.55
2025-03-31 $4.2k 130 32.27
2024-12-31 $4.5k 100 44.64
2024-09-30 $9.9k 211 47.15

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Thrivent Financial for Lutherans
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Daniel D. Thurber
T. Rowe Price Investment Management
DePrince Race & Zollo
State Street Corporation
Geode Capital Management
Vaughan Nelson Investment Management
ACK Asset Management

View all funds holding Helios Technologies