Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in HELIOS TECHNOLOGIES INC (HLIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 25 | -18 | -41.9% | 0.00% | $1K | $51.96 |
| 2025 Q1 | UNCHANGED | 43 | — | 0% | 0.00% | $1K | $31.80 |
| 2024 Q4 | REDUCED | 43 | -22 | -33.8% | 0.00% | $2K | $44.15 |
| 2024 Q3 | UNCHANGED | 65 | — | 0% | 0.00% | $3K | $47.09 |
| 2024 Q2 | UNCHANGED | 65 | — | 0% | 0.00% | $3K | $47.05 |
| 2024 Q1 | INITIATED | 65 | — | — | 0.00% | $3K | — |
As of 2025 Q4 — sorted by position size