Back to HELE
Farther Finance Advisors, LLC → HELE
Farther Finance Advisors, LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
5
Latest value
$22K
Q3 2026
Peak value
$29K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $605 |
| Q4 2025 | $29K |
| Q1 2026 | $6K |
| Q2 2026 | $23K |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 793 | — | — |
| Q2 2026 | $23K | 799 | — | — |
| Q1 2026 | $6K | 402 | — | — |
| Q4 2025 | $29K | 1.4K | — | — |
| Q3 2025 | $605 | 24 | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M