Position in CBZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$151,096
+$24,633 QoQ
Shares Held
4,710
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 258 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $155,210 across 2 Specialty Business Services names. CBZ ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBZ |
CBIZ, Inc.
This page
|
4,710 | $151,096 | |
| 2 | ABM |
Abm Industries Inc /De/
|
93 | $4,114 |
All Filings in CBZ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,096 | 4,710 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $126,463 | 4,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $237,619 | 4,710 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,036 | 4,438 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $318,248 | 4,438 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $332,949 | 4,389 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $359,151 | 4,389 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $362,625 | 5,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $399,324 | 5,389 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $428,139 | 5,454 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $428,991 | 6,854 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $364,545 | 7,024 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $374,238 | 7,024 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $434,472 | 8,779 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||