Back to HLIO
True Wealth Design, LLC → HLIO
True Wealth Design, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
5
Latest value
$1K
Q3 2026
Peak value
$1K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $730 |
| Q4 2025 | $749 |
| Q1 2026 | $906 |
| Q2 2026 | $1K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 16 | — | — |
| Q2 2026 | $1K | 16 | — | — |
| Q1 2026 | $906 | 14 | — | — |
| Q4 2025 | $749 | 14 | — | — |
| Q3 2025 | $730 | 14 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M