Back to CBZ
Private Wealth Management Group, LLC → CBZ
Private Wealth Management Group, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
3
Latest value
$8K
Q3 2026
Peak value
$8K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4K |
| Q2 2026 | $5K |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 155 | — | — |
| Q2 2026 | $5K | 168 | — | — |
| Q1 2026 | $4K | 149 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M