Back to CBZ
Rockwood Wealth Management, LLC → CBZ
Rockwood Wealth Management, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
1
Latest value
$219K
Q3 2026
Peak value
$219K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 4.0K | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M