CBIZ Investment Advisory Services, LLC SEC EDGAR Filings (CIK 0001795934)

SEC EDGAR filings, ownership reports, and insider transactions for CBIZ Investment Advisory Services, LLC.

Business address
5959 Rockside Woods Blvd N, Suite 600, Independence, OH, 44131
Top securities (13F)
BND, VUG, VTV, VEU, QQQ, VO, VWO, RSP, IVV, TDG, VB, HYG, VCIT, VEA, VTI, VONE, AAPL, EMXC, VOE, and IJH
State of incorporation
DE
Fiscal year end
31 December
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CBIZ Investment Advisory Services, LLC has filed 26 SEC EDGAR filings since 12 Feb 2020

Latest Filings

Recent SEC filings for CBIZ Investment Advisory Services, LLC including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2026 31 Dec 2025 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2025 30 Sep 2025 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2025 30 Jun 2025 028-19859
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 03 Jun 2025 31 Mar 2025 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2025 31 Dec 2024 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2023 30 Sep 2023 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2023 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2023 31 Dec 2022 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2022 30 Jun 2022 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2022 31 Mar 2022 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2022 31 Dec 2021 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2020 30 Sep 2020 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-19859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2020 31 Dec 2019 028-19859

About this filer

CBIZ Investment Advisory Services, LLC files with the SEC under CIK 0001795934. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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