Back to CBZ
True Wealth Design, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
2
Latest value
$3K
Q3 2026
Peak value
$4K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $4K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 56 | — | — |
| Q2 2026 | $4K | 114 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M