Holdings in CBZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,575,260 |
90,689 |
-10.6%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$5,369,667 |
101,391 |
+21.1%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$6,002,413 |
83,704 |
-1.0%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$6,417,073 |
84,591 |
+0.1%
|
Shares |
Sole |
2025-04-14 |
| 2024-12-31 |
$6,912,916 |
84,479 |
+8.3%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$5,250,504 |
78,028 |
+37.0%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$4,220,587 |
56,958 |
+24.4%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$3,593,808 |
45,781 |
+0.8%
|
Shares |
Sole |
2024-04-12 |
| 2023-12-31 |
$2,842,962 |
45,422 |
+13.4%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$2,079,373 |
40,065 |
—
|
Shares |
Sole |
2023-11-15 |
