Position in CBZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$224,560
+$117,160 QoQ
Shares Held
7,000
+75.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#165
of 258 holders
Holding Since
Mar 2026
2 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, 2026HHM Wealth Advisors, LLC holds $329,299 across 5 Specialty Business Services names. CBZ ranks #1 (68.2% of the industry book) .
All Filings in CBZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,560 | 7,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $107,400 | 4,000 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||