Position in CBZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,732
+$551 QoQ
Shares Held
54
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 258 holders
Holding Since
Sep 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, 2026JPL Wealth Management, LLC holds $137,963 across 13 Specialty Business Services names. CBZ ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
|
882 | $72,032 | |
| 2 | CTAS |
Cintas Corp
|
206 | $35,035 | |
| 3 | ARMK |
Aramark
|
144 | $8,193 | |
| 4 | RTO |
Rentokil Initial PLC /Fi
|
239 | $6,837 | |
| 5 | CPRT |
Copart Inc
|
202 | $5,693 | |
| 6 | ABM |
Abm Industries Inc /De/
|
107 | $4,733 | |
| 7 | FA |
First Advantage Corp
|
99 | $1,786 | |
| 8 | CBZ |
CBIZ, Inc.
This page
|
54 | $1,732 |
All Filings in CBZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732 | 54 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,181 | 44 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $264 | 5 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||