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SIGNATUREFD, LLC → CBZ

SIGNATUREFD, LLC CBZ Position History

CBIZ, Inc. • Financial Services

Quarters held
4
Latest value
$145K
Q3 2026
Peak value
$145K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31K
Q1 2026$34K
Q2 2026$82K
Q3 2026$145K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$145K2.7K——
Q2 2026$82K2.5K——
Q1 2026$34K1.3K——
Q4 2025$31K617——

Other funds holding CBZ

Other SIGNATUREFD, LLC positions

ETHA

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ETHA

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BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

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$536.6M