Roundview Capital LLC

Position in CBZ — CBIZ, Inc.

CIK 1476804 PRINCETON, NJ

Position in CBZ

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,109,230

+$156,673 QoQ

Shares Held

34,577

-2.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#94

of 260 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Roundview Capital LLC holds $3,536,389 across 2 Specialty Business Services names. CBZ ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CPRT	Copart Inc	86,100	$2,427,159
2	CBZ	CBIZ, Inc. This page	34,577	$1,109,230

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,109,230	34,577	-2.5%	Shares	Sole	2026-07-30
2026-03-31	$952,557	35,477	-2.5%	Shares	Sole	2026-05-08
2025-12-31	$1,835,219	36,377	-22.1%	Shares	Sole	2026-02-09
2025-09-30	$2,472,013	46,677	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$3,393,819	47,327	+17.1%	Shares	Sole	2025-07-23
2025-03-31	$3,066,488	40,423	-8.8%	Shares	Sole	2025-05-06
2024-12-31	$3,625,069	44,300	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$2,986,195	44,378	-12.0%	Shares	Sole	2024-11-14
2024-06-30	$3,735,455	50,411	+9.9%	Shares	Sole	2024-08-09
2024-03-31	$3,601,658	45,881	0.0%	Shares	Sole	2024-05-06
2023-12-31	$2,871,691	45,881	0.0%	Shares	Sole	2024-02-12
2023-09-30	$2,381,223	45,881	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,444,539	45,881	0.0%	Shares	Sole	2023-08-09
2023-03-31	$2,270,650	45,881	+13.3%	Shares	Sole	2023-05-09
2022-12-31	$1,897,659	40,505	-8.2%	Shares	Sole	2023-02-13
2022-09-30	$1,886,811	44,105	-11.7%	Shares	Sole	2022-11-10
2022-06-30	$1,996,201	49,955	-9.5%	Shares	Sole	2022-08-11
2022-03-31	$2,316,953	55,205	-1.6%	Shares	Sole	2022-05-17
2021-12-31	$2,194,827	56,105	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.