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Sara-Bay Financial HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
4
Latest value
$77.8M
Q3 2026
Peak value
$102.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $65.4M |
| Q1 2026 | $74.7M |
| Q2 2026 | $102.3M |
| Q3 2026 | $77.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $77.8M | 1.14M | — | — |
| Q2 2026 | $102.3M | 1.15M | — | — |
| Q1 2026 | $74.7M | 1.15M | — | — |
| Q4 2025 | $65.4M | 1.20M | — | — |