WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Holdings in CBZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,908,190 | 57,645 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $3,052,879 | 57,645 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $4,133,722 | 57,645 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $4,372,949 | 57,645 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $4,717,090 | 57,645 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $3,878,932 | 57,645 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $4,271,494 | 57,645 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $4,525,132 | 57,645 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $3,608,000 | 57,645 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $2,991,775 | 57,645 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,071,325 | 57,645 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $2,852,851 | 57,645 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $2,700,668 | 57,645 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $2,466,053 | 57,645 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $2,303,494 | 57,645 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $2,419,360 | 57,645 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $2,255,072 | 57,645 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $1,864,239 | 57,645 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,889,026 | 57,645 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $1,882,685 | 57,645 | Shares | Sole | 2021-04-26 |
| 2020-12-31 | $1,533,933 | 57,645 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $1,318,341 | 57,645 | Shares | Sole | 2020-10-22 |
| 2020-06-30 | $1,381,750 | 57,645 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $1,396,305 | 66,745 | Shares | Sole | 2020-04-27 |