Creative Planning

Position in CBZ — CBIZ, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CBZ

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,100,287

+$704,235 QoQ

Shares Held

78,223

+182.7% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Mar 31, 2026

Creative Planning holds $99,615,333 across 29 Specialty Business Services names. CBZ ranks #13 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	146,094	$24,710,338
2	GPN	Global Payments Inc	146,643	$9,869,073
3	CPRT	Copart Inc	294,292	$9,770,494
4	DLB	Dolby Laboratories, Inc.	151,461	$9,096,747
5	RELX	Relx PLC	246,458	$8,170,082
6	UNF	Unifirst Corp	21,739	$5,469,315
7	TRI	Thomson Reuters Corp /Can/	54,154	$4,872,776
8	RBA	Rb Global Inc.	46,389	$4,446,385

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,100,287	78,223	+182.7%	Shares	Sole	2026-05-12
2025-12-31	$1,396,052	27,672	+47.2%	Shares	Sole	2026-02-17
2025-09-30	$995,700	18,801	-17.0%	Shares	Defined	2025-11-14
2025-06-30	$1,624,589	22,655	-6.7%	Shares	Sole	2025-08-08
2025-03-31	$1,841,956	24,281	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$2,005,244	24,505	+39.5%	Shares	Defined	2025-02-14
2024-09-30	$1,181,746	17,562	+10.2%	Shares	Defined	2024-10-11
2024-06-30	$1,180,561	15,932	+6.8%	Shares	Sole	2024-08-15
2024-03-31	$1,171,220	14,920	+35.2%	Shares	Sole	2024-05-13
2023-12-31	$690,931	11,039	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$549,361	10,585	+8.2%	Shares	Sole	2023-11-16
2023-06-30	$521,025	9,779	+8.0%	Shares	Sole	2023-07-21
2023-03-31	$448,032	9,053	+52.0%	Shares	Sole	2023-05-15
2022-12-31	$279,085	5,957	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.