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Cbiz shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 8.2k 32.08

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust St Inter Bd Etf (SPIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Cbiz

FMR
BlackRock
Bank Of Montreal
22C Capital
Vanguard Capital Management
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
State Street Corporation
P2 Capital Partners
Bloombergsen Investment Partners
Royce & Associates
Robeco Investment Management
Silvercrest Asset Management Group
Northern Trust

View all funds holding Cbiz