CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
CBZ holding history
CBIZ, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CBZ overviewAll 13F holders of CBZFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,026
- Value
- $674.5K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,026 | $674.5K | <0.1% | +1,822+9.5% | Added | Holders |
| Q1 2026 | 19,204 | $515.6K | <0.1% | +9,970+108.0% | Added | Holders |
| Q4 2025 | 9,234 | $465.9K | <0.1% | +647+7.5% | Added | Holders |
| Q3 2025 | 8,587 | $454.8K | <0.1% | +3,132+57.4% | Added | Holders |
| Q2 2025 | 5,455 | $391.2K | <0.1% | +924+20.4% | Added | Holders |
| Q1 2025 | 4,531 | $343.7K | <0.1% | −325−6.7% | Reduced | Holders |
| Q4 2024 | 4,856 | $397.4K | <0.1% | −1,302−21.1% | Reduced | Holders |
| Q3 2024 | 6,158 | $414.4K | <0.1% | +1,401+29.5% | Added | Holders |
| Q2 2024 | 4,757 | $352.5K | <0.1% | +190+4.2% | Added | Holders |
| Q1 2024 | 4,567 | $358.5K | <0.1% | −1,576−25.7% | Reduced | Holders |
| Q4 2023 | 6,143 | $384.5K | <0.1% | +196+3.3% | Added | Holders |
| Q3 2023 | 5,947 | $308.6K | <0.1% | +38+0.6% | Added | Holders |
| Q2 2023 | 5,909 | $314.8K | <0.1% | +401+7.3% | Added | Holders |
| Q1 2023 | 5,508 | $272.6K | <0.1% | +495+9.9% | Added | Holders |
| Q4 2022 | 5,013 | $234.9K | <0.1% | +157+3.2% | Added | Holders |
| Q3 2022 | 4,856 | $208.0K | <0.1% | +4,856 | New | Holders |