Legacy Wealth Asset Management, LLC
Position in HLIO — Helios Technologies, Inc.
CIK 1846151
WOODBURY, MN
Position in HLIO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$364,675
+$104,735 QoQ
Shares Held
4,086
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#184
of 281 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,310,218 across 7 Specialty Industrial Machinery names. HLIO ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPO |
Enpro Inc.
|
4,649 | $1,752,347 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,469 | $667,790 | |
| 3 | AOS |
Smith A O Corp
|
9,145 | $573,574 | |
| 4 | CR |
Crane Co
|
2,224 | $496,107 | |
| 5 | HLIO |
Helios Technologies, Inc.
This page
|
4,086 | $364,675 | |
| 6 | FLS |
Flowserve Corp
|
3,361 | $249,251 | |
| 7 | GTES |
Gates Industrial Corp Ltd.
|
7,382 | $206,474 |
All Filings in HLIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,675 | 4,086 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $259,940 | 4,017 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $223,909 | 4,186 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $205,392 | 3,940 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||