Back to CBZ
Nvest Wealth Strategies, Inc. → CBZ
Nvest Wealth Strategies, Inc. CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
4
Latest value
$18K
Q3 2026
Peak value
$18K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6K |
| Q1 2026 | $3K |
| Q2 2026 | $10K |
| Q3 2026 | $18K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18K | 325 | — | — |
| Q2 2026 | $10K | 325 | — | — |
| Q1 2026 | $3K | 125 | — | — |
| Q4 2025 | $6K | 125 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M