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EVERGREEN CAPITAL MANAGEMENT LLC

Position in CBZ — CBIZ, Inc.

CIK 1260824 Bellevue, WA

Position in CBZ

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$321,184
+$64,472 QoQ
Shares Held
10,012
+4.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 258 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CBZ Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $5,917,804 across 9 Specialty Business Services names. CBZ ranks #6 (5.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 CBZ
CBIZ, Inc.
This page
10,012 $321,184

All Filings in CBZ

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,184 10,012
2026-03-31 $256,712 9,561