Back to CBZ
IFP Advisors, Inc CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
5
Latest value
$164
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $50 |
| Q1 2026 | $510 |
| Q2 2026 | $2K |
| Q3 2026 | $164 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $164 | 3 | — | — |
| Q2 2026 | $2K | 51 | — | — |
| Q1 2026 | $510 | 19 | — | — |
| Q4 2025 | $50 | 1 | — | — |
| Q3 2025 | $3K | 0 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M