Wellington affiliates report 3.95% stake in Helios (NYSE: HLIO)

Rhea-AI Filing Summary

Helios Technologies, Inc. ownership disclosure: an amendment to a Schedule 13G reports that Wellington-related entities beneficially own 3.95% of common stock. The filing lists shared voting power 1,107,351 and shared dispositive power 1,306,673 shares and identifies the reporting entities and ownership chain.

Insights

Institutional Ownership Analyst

Wellington files an amendment showing a sub-5% passive stake in Helios.

The filing is a Schedule 13G/A amendment that reports beneficial ownership of 3.95% of Helios common stock by Wellington affiliates. It discloses shared voting power of 1,107,351 shares and shared dispositive power of 1,306,673.

Because the position is below 5% and presented on a 13G/A, it is consistent with passive institutional ownership; subsequent Form 13D or material changes would alter that characterization.

Key Figures

Reported ownership: 3.95 % Shared voting power: 1,107,351 shares Shared dispositive power: 1,306,673 shares +2 more

5 metrics

Reported ownership 3.95 % Beneficial ownership of common stock as reported on the Schedule 13G/A

Shared voting power 1,107,351 shares Shared power to vote as listed on cover responses

Shared dispositive power 1,306,673 shares Shared power to dispose as listed on cover responses

CUSIP 42328H109 Helios Technologies common stock CUSIP on the filing

Signature date 05/15/2026 Date of signatures by Compliance Manager on the amendment

Key Terms

Schedule 13G/A, beneficially own, shared dispositive power, shared voting power

4 terms

Schedule 13G/A regulatory

"an amendment to a Schedule 13G reports that Wellington-related entities"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially own regulatory

"entities beneficially own shares of the security class being reported"

Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.

shared dispositive power financial

"Shared Dispositive Power 1,306,673.00"

shared voting power financial

"Shared Voting Power 1,107,351.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Helios Technologies, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

42328H109

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 42328H109

1

Names of Reporting Persons

Wellington Management Group LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,107,351.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,306,673.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,306,673.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.9 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 42328H109

1

Names of Reporting Persons

Wellington Group Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,107,351.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,306,673.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,306,673.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.9 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 42328H109

1

Names of Reporting Persons

Wellington Investment Advisors Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,107,351.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,306,673.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,306,673.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.9 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Helios Technologies, Inc.
(b)	Address of issuer's principal executive offices: 7456 16th Street East, Sarasota FL 34243
Item 2.
(a)	Name of person filing: Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 42328H109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 3.95 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wellington Management Group LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

Wellington Group Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

Wellington Investment Advisors Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

FAQ

What stake does Wellington report in Helios Technologies (HLIO)?

Wellington-related entities report beneficial ownership of 3.95% of Helios Technologies common stock. The filing shows shared voting power of 1,107,351 shares and shared dispositive power of 1,306,673 shares.

Which Wellington entities are named on the Schedule 13G/A for HLIO?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as the reporting persons and describes the ownership chain among them.

Does the Schedule 13G/A indicate active control by Wellington over HLIO?

No. The Schedule 13G/A classifies the position as passive under the filing format; it reports shared voting and dispositive powers but does not assert control or active solicitation of proxies.

Are any individual clients listed as holding over 5% of HLIO in this filing?

The filing states clients of the Wellington advisers own the shares of record and affirms that no single client is known to hold more than 5% of the class, with the exception clause marked as Not Applicable.

What date and signature appear on the amendment for HLIO?

The amendment includes signatures by Matthew Revell, Compliance Manager, with signature dates shown as 05/15/2026 for the reporting entities in the filing.