Back to HLIO
BARRETT & COMPANY, INC. → HLIO
BARRETT & COMPANY, INC. HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
5
Latest value
$17K
Q3 2026
Peak value
$22K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13K |
| Q4 2025 | $13K |
| Q1 2026 | $16K |
| Q2 2026 | $22K |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 250 | — | — |
| Q2 2026 | $22K | 250 | — | — |
| Q1 2026 | $16K | 250 | — | — |
| Q4 2025 | $13K | 250 | — | — |
| Q3 2025 | $13K | 250 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M