Back to CBZ
LAUREL OAK WEALTH MANAGEMENT, LLC → CBZ
LAUREL OAK WEALTH MANAGEMENT, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
2
Latest value
$231K
Q3 2026
Peak value
$231K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $213K |
| Q3 2026 | $231K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 4.2K | — | — |
| Q4 2025 | $213K | 4.2K | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M