Cbiz shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Cbiz
Tip: Access up to 7 years of quarterly data
All positions including Cbiz held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cbiz by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 56k | 55.77 |
| 2025-06-30 | $3.9M | 53k | 73.76 |
| 2025-03-31 | $2.9M | 38k | 75.86 |
| 2024-12-31 | $1.4M | 17k | 81.83 |
| 2024-06-30 | $1.2M | 16k | 74.10 |
| 2024-03-31 | $1.3M | 16k | 78.50 |
| 2023-12-31 | $1.0M | 16k | 62.59 |
| 2023-09-30 | $831k | 16k | 51.90 |
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