CI Private Wealth, LLC
Holdings in KB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,530,995 | 17,794 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $1,382,606 | 16,676 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,305,582 | 15,808 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $828,694 | 15,315 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $892,248 | 15,681 | Shares | Other | 2025-02-10 |
| 2024-09-30 | $943,971 | 15,287 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $850,960 | 15,032 | Shares | Other | 2024-08-13 |
| 2024-03-31 | $852,541 | 16,373 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $773,825 | 18,705 | Shares | Other | 2024-02-09 |
| 2023-09-30 | $819,321 | 19,930 | Shares | Other | 2023-11-03 |
| 2023-06-30 | $731,857 | 20,106 | Shares | Other | 2023-08-10 |
| 2023-03-31 | $536,101 | 14,720 | Shares | Other | 2023-05-15 |
| 2022-12-31 | $307,307 | 7,949 | Shares | Other | 2023-02-15 |