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CBIZ Investment Advisory Services, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CBIZ Investment Advisory Services, LLC on VTI, newest first. How the timeline and the estimate are built.

CBIZ Investment Advisory Services, LLC held 22,438 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,438 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $7,198,230.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,438 shares
    Change vs previous 13F -211 shares

    0.26% of the 13F portfolio, value $7,198,230.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,649 shares
    Change vs previous 13F +2,552 shares

    0.29% of the 13F portfolio, value $7,593,421.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,097 shares
    Change vs previous 13F -4,025 shares

    0.26% of the 13F portfolio, value $6,612,548.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,122 shares
    Change vs previous 13F -1,673 shares

    0.33% of the 13F portfolio, value $7,352,550.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 25,795 shares
    Change vs previous 13F -39,992 shares

    0.35% of the 13F portfolio, value $7,089,598.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,787 shares
    Change vs previous 13F -8,110 shares

    0.95% of the 13F portfolio, value $19,065,828.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,897 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $20,988,873.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).