Position in CBZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$739,732
-$193,493 QoQ
Shares Held
23,059
-33.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 258 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,215,573 across 8 Specialty Business Services names. CBZ ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
10,726 | $1,824,278 | |
| 2 | RELX |
Relx PLC
|
38,210 | $1,210,110 | |
| 3 | ULS |
UL Solutions Inc.
|
9,781 | $996,292 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
23,059 | $739,732 | |
| 5 | CPRT |
Copart Inc
|
21,995 | $620,039 | |
| 6 | UNF |
Unifirst Corp
|
1,275 | $337,186 | |
| 7 | GPN |
Global Payments Inc
|
3,372 | $244,672 | |
| 8 | RBA |
Rb Global Inc.
|
2,089 | $243,264 |
All Filings in CBZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,732 | 23,059 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $933,225 | 34,757 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,173,083 | 43,074 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||