CBZ — CBIZ INC

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CBIZ INC (CBZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 100 — 0% 0.00% $5K $52.96
2023 Q4 UNCHANGED 100 — 0% 0.00% $6K $62.59
2023 Q1 UNCHANGED 100 — 0% 0.00% $5K $49.49
2022 Q4 UNCHANGED 100 — 0% 0.00% $5K $46.85
2021 Q2 UNCHANGED 100 — 0% 0.00% $3K $32.77
2020 Q4 UNCHANGED 100 — 0% 0.00% $3K $26.61
2020 Q3 INITIATED 100 — — 0.00% $2K $22.87
% of Fund (quarterly)    CBZ price (monthly, adj. close)

Other funds also holding CBZ

As of 2025 Q4 — sorted by position size

22C Capital LLC 100.0% P2 Capital Partners, LLC 3Y 7Y 22.92% Sunriver Management LLC 3Y 7Y 5.23% BloombergSen Inc. 3Y 7Y 3.79% Summit Creek Advisors LLC 3Y 7Y 2.1% Premier Fund Managers Ltd 3Y 7Y 1.82% Bridge City Capital, LLC 3Y 7Y 1.34% Advantage Alpha Capital Partners LP 3Y 1.25% Taylor Frigon Capital Management LLC 3Y 7Y 1.15% WATERS PARKERSON & CO., LLC 3Y 7Y 1.08%
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