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Cbiz shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM Wealth Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 7.0k 32.08
2026-03-31 $107k 4.0k 26.85

More positions owned by HHM Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust St Sho Treas Etf (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)

View all positions for HHM Wealth Advisors

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