Ameritas Advisory Services, LLC
Position in HLIO — Helios Technologies, Inc.
CIK 1901275
LINCOLN, NE
Position in HLIO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$457,370
+$79,303 QoQ
Shares Held
7,068
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Ameritas Advisory Services, LLC holds $7,315,127 across 9 Specialty Industrial Machinery names. HLIO ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,831 | $2,061,154 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,640 | $1,468,193 | |
| 3 | GEV |
GE Vernova Inc.
|
1,051 | $917,417 | |
| 4 | ROK |
Rockwell Automation, Inc
|
2,549 | $914,785 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,998 | $520,059 | |
| 6 | HLIO |
Helios Technologies, Inc.
This page
|
7,068 | $457,370 | |
| 7 | EMR |
Emerson Electric Co
|
3,050 | $399,611 | |
| 8 | ETN |
Eaton Corp plc
|
984 | $351,947 |
All Filings in HLIO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,370 | 7,068 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $378,067 | 7,068 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $226,170 | 7,048 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $314,622 | 7,048 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $336,542 | 7,048 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $314,975 | 7,048 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $391,023 | 7,048 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $460,939 | 7,048 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $383,693 | 7,048 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $356,628 | 7,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $466,930 | 7,048 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $565,602 | 7,048 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $741,238 | 7,048 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||