Position in CBZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,722,691
+$726,500 QoQ
Shares Held
116,044
+4.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 38 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,624,246 across 20 Specialty Business Services names. CBZ ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
56,354 | $9,584,688 | |
| 2 | ARMK |
Aramark
|
151,853 | $8,640,435 | |
| 3 | CPRT |
Copart Inc
|
181,302 | $5,110,903 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
116,044 | $3,722,691 | |
| 5 | RTO |
Rentokil Initial PLC /Fi
|
112,301 | $3,212,931 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
33,326 | $2,721,734 | |
| 7 | GPN |
Global Payments Inc
|
32,619 | $2,366,834 | |
| 8 | CMPR |
CIMPRESS plc
|
16,765 | $1,705,000 |
All Filings in CBZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,722,691 | 116,044 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,996,191 | 111,590 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,202,717 | 63,483 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,980,747 | 56,283 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,823,505 | 53,319 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,908,472 | 38,340 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,359,359 | 16,612 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,111,227 | 16,514 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,203,013 | 16,235 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,259,925 | 16,050 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,003,881 | 16,039 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $831,126 | 16,014 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||