CBIZ Investment Advisory Services, LLC
Position in CSL — Carlisle Companies Inc
CIK 1795934
INDEPENDENCE, OH
Position in CSL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,892
+$554 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 792 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $17,847 across 6 Building Products & Equipment names. CSL ranks #1 (38.6% of the industry book) .
All Filings in CSL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,892 | 19 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,338 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,077 | 19 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,250 | 19 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $373 | 1 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||