Cbiz shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Cbiz
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All positions including Cbiz held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cbiz by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 7.5k | 52.96 |
| 2025-06-30 | $1.1M | 15k | 71.71 |
| 2025-03-31 | $1.1M | 15k | 75.86 |
| 2024-12-31 | $1.2M | 15k | 81.83 |
| 2024-09-30 | $1.0M | 15k | 67.29 |
| 2024-06-30 | $1.1M | 15k | 74.10 |
| 2024-03-31 | $1.2M | 15k | 78.50 |
| 2023-12-31 | $1.9M | 30k | 62.59 |
| 2023-09-30 | $1.6M | 30k | 51.90 |