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Helios Technologies shares owned by Wellington Management Company

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Helios Technologies

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025050M100M150M01M2M3M
Value ($)Share countHistorical HLIO position of Wellington Management Company Source: stockzoa.comValue ($)Share count

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All positions including Helios Technologies held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $65M 1.5M 44.64
2024-09-30 $97M 2.0M 47.70
2024-06-30 $138M 2.9M 47.75
2024-03-31 $147M 3.3M 44.69
2023-12-31 $115M 2.5M 45.35
2023-09-30 $62M 1.1M 55.48
2023-06-30 $34M 514k 66.09
2023-03-31 $47M 711k 65.40
2022-12-31 $37M 671k 54.44
2022-03-31 $61M 762k 80.25
2021-12-31 $70M 667k 105.17
2021-09-30 $49M 600k 82.11
2021-06-30 $55M 708k 78.05
2021-03-31 $42M 577k 72.87
2020-12-31 $222k 4.2k 53.25