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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: CBZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV on CBZ, newest first. How the timeline and the estimate are built.

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 57,645 CBZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,645 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,849,252.

    13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,547,768.

    13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,908,190.

    13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,052,879.

    13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,133,723.

    13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $4,372,950.

    13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $4,717,090.

    13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 57,645 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,878,932.

    13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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