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Roundview Capital LLC: CBZ position timeline

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

Roundview Capital LLC held 34,577 CBZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,577 shares
    Change vs previous 13F -900 shares

    0.06% of the 13F portfolio, value $1,109,231.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 35,477 shares
    Change vs previous 13F -900 shares

    0.06% of the 13F portfolio, value $952,558.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 36,377 shares
    Change vs previous 13F -10,300 shares

    0.11% of the 13F portfolio, value $1,835,220.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 46,677 shares
    Change vs previous 13F -650 shares

    0.16% of the 13F portfolio, value $2,472,014.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 47,327 shares
    Change vs previous 13F +6,904 shares

    0.23% of the 13F portfolio, value $3,393,820.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 40,423 shares
    Change vs previous 13F -3,877 shares

    0.22% of the 13F portfolio, value $3,066,489.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 44,300 shares
    Change vs previous 13F -78 shares

    0.25% of the 13F portfolio, value $3,625,069.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 44,378 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,986,196.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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