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Winmark Corporation shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Winmark Corporation

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All positions including Winmark Corporation held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Winmark Corporation by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 28 383.79
2024-06-30 $9.2k 26 353.00
2024-03-31 $7.2k 20 361.70

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding Winmark Corporation

Neuberger Berman Group
BlackRock
BlackRock
Renaissance Technologies
AltraVue Capital
Vanguard Group
Port Capital
Dimensional Fund Advisors
Mawer Investment Management
State Street Corporation
Nine Ten Capital Management
Morgan Stanley
William Blair Investment Management
Geode Capital Management
Copeland Capital Management

View all funds holding Winmark Corporation