Current Market Value 2,258,242,215
Current Holdings 741
Most Recent File Date 2025-08-11
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CBIZ Investment Advisory Services, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 741 2,258,242
2025-06-03 2025-03-31 13F-HR/A 1 R 619 2,042,042
2025-05-05 2025-03-31 13F-HR 373 346,250
2025-02-10 2024-12-31 13F-HR 478 2,004,043
2024-11-12 2024-09-30 13F-HR 403 1,925,956
2024-08-09 2024-06-30 13F-HR 401 1,778,504
2024-05-13 2024-03-31 13F-HR 357 1,438,942
2024-02-09 2023-12-31 13F-HR 45 1,313,901
2023-11-03 2023-09-30 13F-HR 33 1,088,938
2023-08-08 2023-06-30 13F-HR 31 1,173,469
2023-05-09 2023-03-31 13F-HR 33 1,143,241
2023-02-01 2022-12-31 13F-HR 27 256,985
2022-11-01 2022-09-30 13F-HR 26 99,551
2022-08-02 2022-06-30 13F-HR 34 1,091,636
2022-05-03 2022-03-31 13F-HR 21 1,231,232
2022-02-11 2021-12-31 13F-HR 34 1,281,615
2021-11-12 2021-09-30 13F-HR 102 1,190,939
2021-08-16 2021-06-30 13F-HR 99 1,174,252
2021-05-17 2021-03-31 13F-HR 90 2,082,306
2021-02-16 2020-12-31 13F-HR 109 1,080,194
2020-11-13 2020-09-30 13F-HR 110 962,101
2020-08-14 2020-06-30 13F-HR 115 907,704
2020-05-15 2020-03-31 13F-HR 214 783,045
2020-02-12 2019-12-31 13F-HR 150 941,813