Back to CBZ
Farther Finance Advisors, LLC → CBZ
Farther Finance Advisors, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
5
Latest value
$50K
Q3 2026
Peak value
$50K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $5K |
| Q1 2026 | $24K |
| Q2 2026 | $31K |
| Q3 2026 | $50K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50K | 913 | — | — |
| Q2 2026 | $31K | 959 | — | — |
| Q1 2026 | $24K | 900 | — | — |
| Q4 2025 | $5K | 93 | — | — |
| Q3 2025 | $5K | 101 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M