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Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

HLIO holding history

Helios Technologies, Inc. in every 13F filed by Procyon Private Wealth Partners, 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
5
Since Q1 2024
Holdings of HLIO by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,267−100.0%Sold outHolders
Q1 202510,267$329.5K<0.1%+799+8.4%AddedHolders
Q4 20249,468$422.7K<0.1%−1,292−12.0%ReducedHolders
Q3 202410,760$513.3K<0.1%+3,480+47.8%AddedHolders
Q2 20247,280$347.6K<0.1%+2,564+54.4%AddedHolders
Q1 20244,716$210.7K<0.1%+4,716NewHolders