Cbiz shares owned by Compass Ion Advisors
Historical chart of Compass Ion Advisors investment in Cbiz
Tip: Access up to 7 years of quarterly data
All positions including Cbiz held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cbiz by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $236k | 3.3k | 71.71 |
| 2025-03-31 | $250k | 3.3k | 75.86 |
| 2024-12-31 | $270k | 3.3k | 81.83 |
| 2024-09-30 | $222k | 3.3k | 67.29 |
| 2024-06-30 | $259k | 3.3k | 78.50 |
| 2024-03-31 | $259k | 3.3k | 78.50 |
| 2023-12-31 | $206k | 3.3k | 62.59 |
| 2023-09-30 | $202k | 3.9k | 51.90 |