Cbiz shares owned by Creative Planning
Historical chart of Creative Planning investment in Cbiz
Tip: Access up to 7 years of quarterly data
All positions including Cbiz held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cbiz by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 18k | 67.29 |
| 2024-06-30 | $1.2M | 16k | 74.10 |
| 2024-03-31 | $1.2M | 15k | 78.50 |
| 2023-12-31 | $691k | 11k | 62.59 |
| 2023-09-30 | $549k | 11k | 51.90 |
| 2023-06-30 | $521k | 9.8k | 53.28 |
| 2023-03-31 | $448k | 9.1k | 49.49 |
| 2022-12-31 | $279k | 6.0k | 46.85 |
| 2017-06-30 | $49k | 3.3k | 15.08 |
| 2017-03-31 | $44k | 3.3k | 13.54 |
| 2016-12-31 | $65k | 4.8k | 13.68 |
| 2016-09-30 | $36k | 3.3k | 11.08 |
| 2016-06-30 | $9.0k | 840 | 10.71 |
| 2016-03-31 | $8.0k | 840 | 9.52 |
| 2015-12-31 | $8.0k | 840 | 9.52 |
| 2015-09-30 | $8.0k | 840 | 9.52 |
| 2015-03-31 | $30k | 3.2k | 9.46 |
| 2014-12-31 | $20k | 2.4k | 8.43 |
| 2014-09-30 | $27k | 3.4k | 8.01 |
| 2014-06-30 | $19k | 2.1k | 8.88 |
| 2014-03-31 | $20k | 2.1k | 9.35 |
| 2013-12-31 | $12k | 1.3k | 8.96 |
| 2013-09-30 | $5.0k | 640 | 7.81 |
| 2013-06-30 | $5.0k | 740 | 6.76 |
| 2012-12-31 | $4.0k | 640 | 6.25 |
| 2012-09-30 | $4.0k | 640 | 6.25 |
| 2012-06-30 | $4.0k | 640 | 6.25 |