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Wealth Enhancement Trust Services, Inc.

Position in CBZ — CBIZ, Inc.

CIK 2067696 SIOUX FALLS, SD

Position in CBZ

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$1,892
New position
Shares Held
59
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 258 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $223,352 across 9 Specialty Business Services names. CBZ ranks #7 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 CBZ
CBIZ, Inc.
This page
59 $1,892

All Filings in CBZ

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,892 59