CIBC Private Wealth Group, LLC
Holdings in BILL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,252,411 | 114,639 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $5,594,373 | 105,614 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $4,916,651 | 106,283 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,908,232 | 63,374 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,001,102 | 11,818 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $2,197,295 | 41,647 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $3,800,637 | 72,228 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $3,975,177 | 57,846 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $4,071,748 | 49,905 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $18,712,908 | 172,358 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $21,070,508 | 180,321 | Shares | Other | 2023-11-21 |
| 2023-03-31 | $7,597,706 | 93,637 | Shares | Other | 2023-11-21 |
| 2022-12-31 | $3,574,105 | 32,802 | Shares | Defined | 2023-06-01 |
| 2022-06-30 | $439 | 4 | Shares | Defined | 2022-08-03 |