D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

HLIO holding history

Helios Technologies, Inc. in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HLIO overview All 13F holders of HLIO Full Q2 2026 holdings

Shares (Q2 2026): 26,805
Value: $2.39M
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of HLIO by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,805	$2.39M	<0.1%	−4,175−13.5%	Reduced	Holders
Q1 2026	30,980	$2.00M	<0.1%	+6,493+26.5%	Added	Holders
Q4 2025	24,487	$1.31M	<0.1%	+24,487	New	Holders