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Root Financial Partners, LLC → HLIO
Root Financial Partners, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
4
Latest value
$10K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $104 |
| Q4 2025 | $160 |
| Q1 2026 | $841 |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 147 | — | — |
| Q1 2026 | $841 | 13 | — | — |
| Q4 2025 | $160 | 3 | — | — |
| Q3 2025 | $104 | 2 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
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