JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
HLIO holding history
Helios Technologies, Inc. in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HLIO overviewAll 13F holders of HLIOFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −14−100.0% | Sold out | Holders |
| Q1 2025 | 14 | $450 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 14 | $625 | <0.1% | +12+600.0% | Added | Holders |
| Q3 2024 | 2 | $96 | <0.1% | −8−80.0% | Reduced | Holders |
| Q2 2024 | 10 | $478 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 10 | $447 | <0.1% | −2−16.7% | Reduced | Holders |
| Q4 2023 | 12 | $545 | <0.1% | −1−7.7% | Reduced | Holders |
| Q3 2023 | 13 | $722 | <0.1% | +2+18.2% | Added | Holders |
| Q2 2023 | 11 | $727 | <0.1% | −3−21.4% | Reduced | Holders |
| Q1 2023 | 14 | $916 | <0.1% | +4+40.0% | Added | Holders |
| Q4 2022 | 10 | $544 | <0.1% | +10 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −13−100.0% | Sold out | Holders |
| Q2 2022 | 13 | $1.00K | <0.1% | +7+116.7% | Added | Holders |
| Q1 2022 | 6 | $0 | 0.0% | +3+100.0% | Added | Holders |
| Q4 2021 | 3 | $0 | 0.0% | +3 | New | Holders |