CIBC Private Wealth Group, LLC
CIK
0001298088
City
ATLANTA
State / Country
2Q
Holdings in FIS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $192,733,866 | 2,899,998 | Shares | Defined | 2026-02-12 |
| 2025-09-30 | $205,707,478 | 3,119,616 | Shares | Defined | 2025-11-24 |
| 2025-06-30 | $258,042,019 | 3,169,660 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $235,083,304 | 3,147,875 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $253,518,209 | 3,138,767 | Shares | Defined | 2025-02-12 |
| 2024-09-30 | $270,691,138 | 3,232,133 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $247,141,537 | 3,279,479 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $245,281,362 | 3,306,570 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $128,797,048 | 2,144,116 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $130,449,912 | 2,360,230 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $132,030,976 | 2,413,729 | Shares | Other | 2023-11-21 |
| 2023-03-31 | $130,410,580 | 2,400,342 | Shares | Other | 2023-11-21 |
| 2022-12-31 | $153,713,088 | 2,265,484 | Shares | Other | 2023-06-01 |
| 2022-09-30 | $238,593,079 | 3,157,246 | Shares | Other | 2022-11-15 |
| 2022-06-30 | $284,926,309 | 3,108,174 | Shares | Other | 2022-08-03 |
| 2022-03-31 | $309,594,156 | 3,082,993 | Shares | Other | 2022-05-16 |
| 2021-12-31 | $306,991,250 | 2,812,563 | Shares | Other | 2022-04-04 |
| 2021-09-30 | $280,780,492 | 2,307,532 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $323,968,121 | 2,286,780 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $321,704,852 | 2,287,923 | Shares | Defined | 2021-05-12 |
| 2020-12-31 | $321,022,675 | 2,269,353 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $906,224 | 6,156 | Shares | Sole | 2020-10-29 |
| 2020-06-30 | $258,223,817 | 1,925,750 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $328,684,052 | 2,702,105 | Shares | Defined | 2020-05-15 |