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Livermore
Livermore
ZHEN

Dodds Wealth, LLC

SEC CIK
0001973728
Latest filing
Aug 6, 2026

CBZ holding history

CBIZ, Inc. in every 13F filed by Dodds Wealth, 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)
13,542
Value
$434.4K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of CBZ by Dodds Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,542$434.4K0.1%00.0%UnchangedHolders
Q1 202613,542$363.6K0.1%+4,800+54.9%AddedHolders
Q4 20258,742$441.0K0.1%00.0%UnchangedHolders
Q3 20258,742$463.0K0.1%00.0%UnchangedHolders
Q2 20258,742$626.9K0.2%00.0%UnchangedHolders
Q1 20258,742$663.2K0.2%00.0%UnchangedHolders
Q4 20248,742$741.3K0.2%00.0%UnchangedHolders
Q3 20248,742$557.6K0.2%00.0%UnchangedHolders
Q2 20248,742$645.9K0.3%00.0%UnchangedHolders
Q1 20248,742$686.2K0.3%00.0%UnchangedHolders
Q4 20238,742$547.2K0.3%–No prior filingHolders