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Taylor Frigon Capital Management LLC: CBZ position timeline

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

Taylor Frigon Capital Management LLC held 74,318 CBZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,318 shares
    Change vs previous 13F +29,021 shares

    1.12% of the 13F portfolio, value $2,384,121.

    13F-HR 0001632665-26-000003 filed by Taylor Frigon Capital Management 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 45,297 shares
    Change vs previous 13F +255 shares

    0.69% of the 13F portfolio, value $1,216,224.

    13F-HR 0001632665-26-000002 filed by Taylor Frigon Capital Management 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 45,042 shares
    Change vs previous 13F -554 shares

    1.15% of the 13F portfolio, value $2,272,369.

    13F-HR 0001632665-26-000001 filed by Taylor Frigon Capital Management 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 45,596 shares
    Change vs previous 13F +15,787 shares

    1.2% of the 13F portfolio, value $2,414,764.

    13F-HR 0001632665-25-000008 filed by Taylor Frigon Capital Management 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 29,809 shares
    Change vs previous 13F -2,082 shares

    1.14% of the 13F portfolio, value $2,137,603.

    13F-HR 0001632665-25-000005 filed by Taylor Frigon Capital Management 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 31,891 shares
    Change vs previous 13F +12,839 shares

    1.44% of the 13F portfolio, value $2,419,251.

    13F-HR 0001632665-25-000004 filed by Taylor Frigon Capital Management 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 19,052 shares
    Change vs previous 13F -1,991 shares

    0.79% of the 13F portfolio, value $1,559,025.

    13F-HR 0001632665-25-000001 filed by Taylor Frigon Capital Management 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 21,043 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,415,983.

    13F-HR 0001632665-24-000009 filed by Taylor Frigon Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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