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Equibles

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Position in CBZ — CBIZ, Inc.

CIK 771118 BERMUDA RUN, NC
Back to CBZ Full portfolio

Position in CBZ

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,849,251
+$301,483 QoQ
Shares Held
57,645
0.0% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#80
of 260 holders
Holding Since
Mar 2020
26 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, 2026

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $1,849,251 across 1 Specialty Business Services name. CBZ ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CBZ
CBIZ, Inc.
This page 		57,645 $1,849,251

All Filings in CBZ

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,849,251 57,645
2026-03-31 $1,547,768 57,645
2025-12-31 $2,908,190 57,645
2025-09-30 $3,052,879 57,645
2025-06-30 $4,133,722 57,645
2025-03-31 $4,372,949 57,645
2024-12-31 $4,717,090 57,645
2024-09-30 $3,878,932 57,645
2024-06-30 $4,271,494 57,645
2024-03-31 $4,525,132 57,645
2023-12-31 $3,608,000 57,645
2023-09-30 $2,991,775 57,645
2023-06-30 $3,071,325 57,645
2023-03-31 $2,852,851 57,645
2022-12-31 $2,700,668 57,645
2022-09-30 $2,466,053 57,645
2022-06-30 $2,303,494 57,645
2022-03-31 $2,419,360 57,645
2021-12-31 $2,255,072 57,645
2021-09-30 $1,864,239 57,645
2021-06-30 $1,889,026 57,645
2021-03-31 $1,882,685 57,645
2020-12-31 $1,533,933 57,645
2020-09-30 $1,318,341 57,645
2020-06-30 $1,381,750 57,645
2020-03-31 $1,396,305 66,745