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CONGRESS ASSET MANAGEMENT CO: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on HLIO, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 152,142 HLIO shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 152,142 shares
    Change vs previous 13F +26,917 shares

    0.07% of the 13F portfolio, value $10,333,509.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,225 shares
    Change vs previous 13F +54,872 shares

    0.07% of the 13F portfolio, value $11,176,354.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 70,353 shares
    Change vs previous 13F +9,812 shares

    0.03% of the 13F portfolio, value $4,552,553.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 60,541 shares
    Change vs previous 13F +1,791 shares

    0.02% of the 13F portfolio, value $3,238,343.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 58,750 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,062,638.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).