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Cbiz shares owned by Helium Advisors

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $466k 8.8k 52.96
2025-06-30 $394k 5.5k 71.71

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View all positions for Helium Advisors

Top funds holding Cbiz

Vanguard Group
Durable Capital Partners
BlackRock
Morgan Stanley
FMR
Capital Research Global Investors
Burgundy Asset Management
P2 Capital Partners
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Henderson Group
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz