Position
Creative Planning in CBIZ, Inc.
Back to the book · All holders of CBZ
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$653.1K$50.45 → $26.85
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 27.7K | $1.4M | — | — | — | 0.0% |
| Q1 2026 | 78.2K | $2.1M | $26.85 | −$653.1K | $1.36M | 0.0% |