• 13F History

Helium Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$126M
Signature - Title
Howard Morin - Founder / Partner/CCO
Location
Everett, WA
Summary
This page shows a list of all the recent 13F filings made by Helium Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Helium Advisors LLC reported 101 stock holdings with total value $126M as of Q4 2024. Top holdings included VOO, JPST, GBIL, AAPL, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 101 $126M $0 $0 VOO, JPST, GBIL, AAPL, IEFA 13F-HR 2/18/2025, 04:11 PM