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Helios Technologies (HLIO) 10K Form and Latest SEC Filings 2026

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Latest Helios Technologies SEC Filings & Recent Activity

Helios Technologies (NYSE:HLIO) has submitted 628+ documents to the U.S. Securities and Exchange Commission (SEC) since 2017. For investors, these filings are the primary source of verified financial data — covering everything from annual revenue and debt levels in the 10-K, to material business events in 8-K current reports, to insider buying and selling activity in Form 4 disclosures. Key figures from these filings, including revenue, earnings, and cash flow, are summarized in Helios Technologies's financial statements. The most recent filing was a Form 10-Q submitted on May 12, 2026.

Form 4
HELIOS TECHNOLOGIES, INC. Reports Ownership Change on Apr. 2, 2026

Form 4 filings disclose changes in stock ownership by company insiders, including purchases, sales, grants, and option exercises.

View insider ownership

8-K
Helios Technologies Files Current Report on May. 11, 2026

An 8-K is filed when a material corporate event occurs, such as an acquisition, leadership change, or financial update.

View filing

10-Q
Helios Technologies Files Quarterly Report on May. 12, 2026

The 10-Q contains Helios Technologies's unaudited quarterly financial statements, revenue, earnings updates, and cash flow changes between annual reports.

View earnings history

Helios Technologies SEC Filing History

Browse Helios Technologies' complete SEC filing history using the filters below. Filter by form type - 10-K, 10-Q, 8-K, Form 4, and more - or set a custom date range to find a filing.

DateFilerForm TypeView
05/12/2026 2:26 PM
Helios Technologies (1024795) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
05/11/2026 3:56 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
05/04/2026 3:34 PM
Helios Technologies (1024795) Filer
Form DEF 14A
04/30/2026 9:34 AM
Helios Technologies (1024795) Subject
VANGUARD CAPITAL MANAGEMENT LLC (2100119) Filed by
Form SCHEDULE 13G
04/02/2026 3:07 PM
Evans Jeremy Scott (2087711) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/27/2026 8:32 AM
Helios Technologies (1024795) Subject
VANGUARD GROUP INC (102909) Filed by
Form SCHEDULE 13G/A
03/23/2026 4:03 PM
Helios Technologies (1024795) Issuer
Walsh Ian K. (1742930) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/23/2026 3:09 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/23/2026 3:10 PM
Brown Laura D (1496785) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/23/2026 3:11 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/23/2026 3:12 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/23/2026 3:12 PM
Helios Technologies (1024795) Issuer
Sacchi Diana (1720309) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/20/2026 8:27 AM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
03/16/2026 3:04 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/16/2026 3:05 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/16/2026 3:05 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/03/2026 1:27 PM
Helios Technologies (1024795) Filer
Form 10-K
Annual report pursuant to Section 13 or 15(d)  
03/02/2026 4:29 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
02/26/2026 12:53 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
02/10/2026 10:21 AM
Helios Technologies (1024795) Subject
WELLINGTON MANAGEMENT GROUP LLP (902219) Filed by
Form SCHEDULE 13G
01/09/2026 11:08 AM
Conestoga Capital Advisors, LLC (1163744) Filed by
Helios Technologies (1024795) Subject
Form SCHEDULE 13G/A
01/08/2026 3:19 PM
Arduini Matteo (1776741) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/08/2026 3:20 PM
Helios Technologies (1024795) Issuer
Martich Frederick Joseph (1976339) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/08/2026 3:20 PM
Greenberg Marc A (1904959) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/08/2026 3:21 PM
Aldridge Billy Vern (2063956) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:16 PM
Bagan Sean (1988429) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:18 PM
Helios Technologies (1024795) Issuer
Martich Frederick Joseph (1976339) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:19 PM
Arduini Matteo (1776741) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:22 PM
Aldridge Billy Vern (2063956) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:01 PM
Greenberg Marc A (1904959) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/06/2026 8:02 PM
Evans Jeremy Scott (2087711) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 3:03 PM
Helios Technologies (1024795) Issuer
Walsh Ian K. (1742930) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 3:04 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 3:05 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 3:06 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 3:07 PM
Brown Laura D (1496785) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/19/2025 10:51 AM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
12/09/2025 4:03 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/09/2025 4:03 PM
Brown Laura D (1496785) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/09/2025 4:05 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/09/2025 4:06 PM
Helios Technologies (1024795) Issuer
Sacchi Diana (1720309) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
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12/09/2025 4:01 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/08/2025 3:49 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
12/08/2025 3:20 PM
Arduini Matteo (1776741) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
11/17/2025 4:07 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
10/07/2025 4:17 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
10/07/2025 4:17 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/07/2025 4:18 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/07/2025 4:18 PM
Brown Laura D (1496785) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/07/2025 4:18 PM
Helios Technologies (1024795) Issuer
Sacchi Diana (1720309) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
10/03/2025 3:06 PM
Bagan Sean (1988429) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/01/2025 3:38 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
09/23/2025 4:46 PM
Evans Jeremy Scott (2087711) Reporting
Helios Technologies (1024795) Issuer
Form 3
Initial statement of beneficial ownership of securities  
09/23/2025 4:47 PM
Evans Jeremy Scott (2087711) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/22/2025 3:09 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/22/2025 3:09 PM
Helios Technologies (1024795) Issuer
Sacchi Diana (1720309) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/22/2025 3:09 PM
Helios Technologies (1024795) Issuer
Walsh Ian K. (1742930) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/22/2025 12:45 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
09/15/2025 3:22 PM
Bagan Sean (1988429) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/15/2025 3:24 PM
Greenberg Marc A (1904959) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/15/2025 3:24 PM
Helios Technologies (1024795) Issuer
Martich Frederick Joseph (1976339) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/15/2025 3:24 PM
Arduini Matteo (1776741) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
08/05/2025 4:26 PM
Helios Technologies (1024795) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
08/04/2025 3:31 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
06/24/2025 1:59 PM
Helios Technologies (1024795) Filer
Form 11-K
Annual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d)  
06/17/2025 3:28 PM
Helios Technologies (1024795) Issuer
Walsh Ian K. (1742930) Reporting
Form 3
Initial statement of beneficial ownership of securities  
06/11/2025 3:39 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
06/10/2025 4:07 PM
Brown Laura D (1496785) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/10/2025 4:08 PM
Britt Douglas (1330988) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/10/2025 4:08 PM
Chenanda Cary (1806096) Reporting
Helios Technologies (1024795) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/10/2025 4:09 PM
Helios Technologies (1024795) Issuer
Sacchi Diana (1720309) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
06/10/2025 4:09 PM
Helios Technologies (1024795) Issuer
Schuetz Alexander (1610011) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
06/09/2025 9:08 AM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
06/06/2025 1:52 PM
Helios Technologies (1024795) Subject
WASATCH ADVISORS LP (814133) Filed by
Form SCHEDULE 13G/A
06/05/2025 1:41 PM
Helios Technologies (1024795) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
05/30/2025 2:08 PM
Helios Technologies (1024795) Filer
Form SD
Specialized Disclosure Report  
05/15/2025 11:46 AM
BROWN CAPITAL MANAGEMENT LLC (885062) Filed by
Helios Technologies (1024795) Subject
Form SCHEDULE 13G/A
(Data available from 1/1/2016 forward)

Helios Technologies SEC Filings - Frequently Asked Questions

Helios Technologies (HLIO) has submitted 628+ filings to the SEC since 2017. You can browse the complete history or filter by form type using the tools above.

Helios Technologies's fiscal year ends on December 31. The company typically files its 10-K annual report by the end of February, covering the prior fiscal year's financial results. Key financial data from these reports is available on Helios Technologies's financial statements page.

The most recent filing was a Form 10-Q submitted on May 12, 2026. This was a quarterly financial update for 2025.

SEC Filing Types: 10-K, 10-Q, 8-K and More

SEC filings are legally required disclosures that public companies submit to the U.S. Securities and Exchange Commission. Unlike press releases or earnings call transcripts, these documents are filed under legal obligation — meaning the financial data they contain is audited, standardized, and subject to penalties if materially false. For investors, that makes SEC filings the most reliable primary source available for evaluating a company's true financial position.

Yes. All SEC filings are publicly available through the SEC's EDGAR database and on financial research platforms like MarketBeat. Companies are required by law to make these disclosures accessible to all investors — meaning retail investors have access to the same source documents as institutional analysts.

A 10-K is an annual report containing audited financial statements and a full review of the company's business — it is the most comprehensive filing a company makes each year. A 10-Q is a shorter, unaudited quarterly update filed three times per year between annual reports. Investors typically use the 10-K for deep fundamental analysis and the 10-Q to track whether the company is on pace with its guidance mid-year.

The most important filing for fundamental investors. Filed once per year, the 10-K contains audited financial statements, revenue and earnings trends, debt obligations, risk factors, and management's own assessment of the business. Reading the risk factors section and comparing year-over-year financials can reveal issues that don't show up in analyst summaries.

An unaudited financial update filed three times per year (the 10-K covers Q4). Investors use 10-Qs to track whether guidance is on pace, monitor changes in cash flow or inventory, and catch any mid-year shifts in business conditions before they become headline news.

Filed within four business days of a material event — earnings releases, merger announcements, executive departures, or major asset sales. Because 8-Ks are filed before media coverage catches up, they are often the fastest way to get unfiltered information directly from the company on market-moving events.

Filed within two business days whenever an executive or director buys or sells company stock. Insider purchases — especially large or clustered buys — are often interpreted as a signal of management confidence. Insider selling is more ambiguous but worth monitoring for patterns, particularly around lock-up expirations or ahead of major announcements.


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This page (NYSE:HLIO) was last updated on 5/14/2026 by MarketBeat.com Staff.
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