WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CBZ — CBIZ INC

Ownership history in WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV  ·  25 quarters on record

AI Ownership Summary

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV reported CBIZ INC (CBZ) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.21% in 2024 Q1. The latest visible filing shows CBZ at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's position in CBIZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CBZ was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBZ stock page WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV fund profile WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV full holdings
How WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held CBZ — position size vs. price
% of Fund (quarterly)    CBZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 57,645 — 0% 0.27% $1.8M 2026-07-29 $54.90
2026 Q1 UNCHANGED — — — 57,645 — 0% 0.25% $1.5M 2026-04-28 $32.48
2025 Q4 UNCHANGED — — — 57,645 — 0% 0.46% $2.9M 2026-02-02 $40.59
2025 Q3 UNCHANGED — — — 57,645 — 0% 0.50% $3.1M 2025-10-30 $52.92
2025 Q2 UNCHANGED — — — 57,645 — 0% 0.76% $4.1M 2025-07-29 $75.72
2025 Q1 UNCHANGED — — — 57,645 — 0% 0.91% $4.4M 2025-05-07 $71.06
2024 Q4 UNCHANGED — — — 57,645 — 0% 1.02% $4.7M 2025-01-31 $85.81
2024 Q3 UNCHANGED — — — 57,645 — 0% 0.87% $3.9M 2024-10-23 $65.98
2024 Q2 UNCHANGED — — — 57,645 — 0% 1.06% $4.3M 2024-07-31 $69.40
2024 Q1 UNCHANGED — — — 57,645 — 0% 1.21% $4.5M 2024-05-06 $74.61
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBZ

As of 2026 Q2 — sorted by position size

22C Capital LLC 100.0% P2 Capital Partners, LLC 3Y 7Y 14.85% DG Capital Management, LLC 3Y 7Y 4.46% Cygnus Capital Advisors, LLC 3.56% GatePass Capital, LLC 3.15% BloombergSen Inc. 3Y 7Y 2.56% Summit Creek Advisors LLC 3Y 7Y 1.35% Taylor Frigon Capital Management LLC 3Y 7Y 1.12% WATERS PARKERSON & CO., LLC 3Y 7Y 0.82% Engine Capital Management, LP 3Y 7Y 0.63%

FAQ About WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV and CBZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV reported owning CBZ?

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV reported CBZ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CBZ position in WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for CBZ was 1.21% in 2024 Q1.

What is the latest reported CBZ position on this page?

The most recent filing on this page is 2026 Q2, when WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV reported 57,645 shares, equal to 0.27% of portfolio, with an estimated market value of $1.8M.

What does the chart on this CBZ ownership page compare?

The chart compares WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's quarterly CBZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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