Back to CBZ
Helium Advisors LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
5
Latest value
$443K
Q3 2026
Peak value
$747K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $466K |
| Q4 2025 | $747K |
| Q1 2026 | $263K |
| Q2 2026 | $459K |
| Q3 2026 | $443K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $443K | 8.1K | — | — |
| Q2 2026 | $459K | 14.3K | — | — |
| Q1 2026 | $263K | 9.8K | — | — |
| Q4 2025 | $747K | 14.8K | — | — |
| Q3 2025 | $466K | 8.8K | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M