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Manager record

CBIZ Investment Advisory Services, LLC

Independence, OH · CIK 1795934 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.74BReported 13F valueQ2 2026 · as filed
422Holdings listed
0.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.3B$2.3BQ2 2025742 holdingsQ3 2025: $2.6B$2.6BQ3 2025668 holdingsQ4 2025: $2.6B$2.6BQ4 2025776 holdingsQ1 2026: $2.7B$2.7BQ1 2026422 holdingsQ2 2026: $2.7B$2.7BQ2 2026422 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$2.74B · 422 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$2.74B · 422 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$2.64B · 776 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$2.55B · 668 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$2.26B · 742 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology