Helium Advisors LLC
- SEC CIK
- 0002056653
- Latest filing
- Aug 11, 2026
CBZ holding history
CBIZ, Inc. in every 13F filed by Helium Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CBZ overviewAll 13F holders of CBZFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,300
- Value
- $458.7K
- % of portfolio
- 0.4%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,300 | $458.7K | 0.4% | +4,500+45.9% | Added | Holders |
| Q1 2026 | 9,800 | $263.1K | 0.3% | −5,000−33.8% | Reduced | Holders |
| Q4 2025 | 14,800 | $746.7K | 0.8% | +6,000+68.2% | Added | Holders |
| Q3 2025 | 8,800 | $466.0K | 0.4% | +3,300+60.0% | Added | Holders |
| Q2 2025 | 5,500 | $394.4K | 0.2% | +5,500 | New | Holders |