CIBC Private Wealth Group, LLC
Holdings in CLVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,696,656 | 507,981 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,097,321 | 286,507 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $1,058,242 | 246,103 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $948,800 | 241,425 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,226,439 | 241,425 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $1,455,017 | 204,932 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,217,398 | 213,954 | Shares | Defined | 2024-08-09 |
| 2024-03-31 | $1,209,031 | 162,723 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,102,940 | 119,108 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $745,279 | 111,070 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $928,002 | 97,377 | Shares | Defined | 2023-11-21 |
| 2023-03-31 | $596,800 | 63,557 | Shares | Defined | 2023-11-21 |
| 2022-12-31 | $327,953 | 39,323 | Shares | Defined | 2023-06-01 |
| 2022-06-30 | $23,229 | 1,676 | Shares | Defined | 2022-08-03 |
| 2022-03-31 | $28,089 | 1,676 | Shares | Defined | 2022-05-16 |
| 2021-09-30 | $16,115,750 | 735,879 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $9,696,010 | 352,198 | Shares | Defined | 2021-08-16 |