Helios Technologies, Inc.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC HLIO

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

429,390

Value ($000)

22,968

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	22,968	0.0%	429,390	12/31/2025
2025 Q3	11/10/2025	22,707	0.0%	435,590	9/30/2025
2025 Q2	8/12/2025	14,756	0.0%	442,184	6/30/2025
2025 Q1	9/15/2025	13,794	0.0%	429,860	3/31/2025
2024 Q4	2/6/2025	17,807	0.0%	398,899	12/31/2024
2024 Q3	11/12/2024	17,410	0.0%	364,984	9/30/2024
2024 Q2	8/12/2024	15,599	0.0%	326,677	6/30/2024
2024 Q1	5/9/2024	13,209	0.0%	295,565	3/31/2024
2023 Q4	2/6/2024	11,745	0.0%	258,982	12/31/2023
2023 Q3	11/8/2023	14,991	0.0%	270,198	9/30/2023
2023 Q2	8/10/2023	17,451	0.0%	264,050	6/30/2023
2023 Q1	5/12/2023	17,092	0.0%	261,345	3/31/2023
2022 Q4	2/13/2023	14,318	0.0%	263,014	12/31/2022
2022 Q3	11/14/2022	12,910	0.0%	255,132	9/30/2022
2022 Q2	8/15/2022	16,505	0.0%	249,128	6/30/2022
2022 Q1	5/13/2022	18,870	0.0%	235,140	3/31/2022
2021 Q4	2/11/2022	27,829	0.0%	264,602	12/31/2021
2021 Q3	11/16/2021	20,540	0.0%	250,149	9/30/2021
2021 Q2	8/16/2021	18,009	0.0%	230,733	6/30/2021
2021 Q1	5/17/2021	15,811	0.0%	216,975	3/31/2021
2020 Q4	2/16/2021	10,800	0.0%	202,663	12/31/2020
2020 Q3	11/13/2020	7,331	0.0%	201,389	9/30/2020
2020 Q2	8/20/2020	7,275	0.0%	195,294	6/30/2020
2020 Q1	5/15/2020	6,970	0.0%	183,782	3/31/2020
2019 Q4	2/7/2020	8,367	0.0%	180,977	12/31/2019