Cbiz shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Cbiz
Tip: Access up to 7 years of quarterly data
All positions including Cbiz held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Cbiz by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $781k | 15k | 52.96 |
| 2025-06-30 | $1.1M | 15k | 71.71 |
| 2025-03-31 | $916k | 12k | 75.86 |
| 2024-12-31 | $988k | 12k | 81.83 |
| 2024-09-30 | $813k | 12k | 67.29 |
| 2024-06-30 | $894k | 12k | 74.10 |
| 2024-03-31 | $1.1M | 14k | 78.33 |
| 2023-12-31 | $906k | 15k | 62.59 |
| 2023-09-30 | $751k | 15k | 51.90 |
| 2023-06-30 | $242k | 4.5k | 53.28 |
| 2020-03-31 | $18k | 800 | 22.50 |
| 2019-12-31 | $11k | 400 | 27.50 |