Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
HLIO holding history
Helios Technologies, Inc. in every 13F filed by Caldwell Trust Co, 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 (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −105−100.0% | Sold out | Holders |
| Q4 2024 | 105 | $4.69K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 105 | $5.01K | <0.1% | −265−71.6% | Reduced | Holders |
| Q2 2024 | 370 | $17.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 370 | $16.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 370 | $16.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 370 | $20.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 370 | $24.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 370 | $24.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 370 | $20.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 370 | $18.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 370 | $24.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 370 | $29.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 370 | $38.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 370 | $30.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 370 | $28.9K | <0.1% | +370 | New | Holders |