Back to HLIO
IFP Advisors, Inc HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
6
Latest value
$1K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $886 |
| Q4 2025 | $909 |
| Q1 2026 | $1K |
| Q2 2026 | $2K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 17 | — | — |
| Q2 2026 | $2K | 17 | — | — |
| Q1 2026 | $1K | 17 | — | — |
| Q4 2025 | $909 | 17 | — | — |
| Q3 2025 | $886 | 17 | — | — |
| Q3 2025 | $4K | 0 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M