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Disclosery

LPL Financial LLC: CBZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CBZ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 15,969 CBZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,969 shares
    Change vs previous 13F -12,891 shares

    <0.01% of the 13F portfolio, value $512,286.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 28,860 shares
    Change vs previous 13F -8,862 shares

    <0.01% of the 13F portfolio, value $774,877.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 37,722 shares
    Change vs previous 13F -3,949 shares

    <0.01% of the 13F portfolio, value $1,903,075.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 41,671 shares
    Change vs previous 13F -5,071 shares

    <0.01% of the 13F portfolio, value $2,206,897.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 46,742 shares
    Change vs previous 13F +8,561 shares

    <0.01% of the 13F portfolio, value $3,351,869.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 38,181 shares
    Change vs previous 13F +18,027 shares

    <0.01% of the 13F portfolio, value $2,810,032.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 20,154 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $1,649,202.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 20,106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,352,933.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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