Back to HLIO
Physician Wealth Advisors, Inc. → HLIO
Physician Wealth Advisors, Inc. HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
5
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $2K |
| Q1 2026 | $3K |
| Q2 2026 | $5K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 69 | — | — |
| Q2 2026 | $5K | 53 | — | — |
| Q1 2026 | $3K | 42 | — | — |
| Q4 2025 | $2K | 42 | — | — |
| Q3 2025 | $1K | 24 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M