Position in CBZ
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,920,745
-$8,934,338 QoQ
Shares Held
183,268
-33.3% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $14,353,981 across 3 Specialty Business Services names. CBZ ranks #2 (34.3% of the industry book) .
All Filings in CBZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,920,745 | 183,268 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,855,083 | 274,630 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,773,456 | 278,955 | Shares | Sole | 2025-11-04 | |
| 2024-06-30 | $14,978,277 | 202,136 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||