CIBC Private Wealth Group, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,935,355 | 808,490 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $31,788,281 | 809,068 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $31,319,290 | 809,284 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $34,673,459 | 846,520 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $39,357,969 | 1,024,147 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $40,776,092 | 1,065,763 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $34,746,030 | 874,554 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $33,999,202 | 956,377 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $47,928,172 | 1,638,010 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $44,590,350 | 1,637,545 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $43,015,970 | 1,622,020 | Shares | Defined | 2023-11-21 |
| 2023-03-31 | $45,439,887 | 1,723,166 | Shares | Defined | 2023-11-21 |
| 2022-12-31 | $60,286,868 | 2,245,321 | Shares | Defined | 2023-06-01 |
| 2022-09-30 | $73,942,296 | 2,938,883 | Shares | Defined | 2022-11-15 |
| 2022-06-30 | $81,872,530 | 3,367,854 | Shares | Defined | 2022-08-03 |
| 2022-03-31 | $76,590,239 | 3,036,885 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $41,151,508 | 1,847,845 | Shares | Defined | 2022-04-04 |
| 2021-09-30 | $37,978,807 | 1,811,966 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $16,863,494 | 787,278 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $9,352,740 | 503,106 | Shares | Defined | 2021-05-12 |
| 2020-12-31 | $7,029,791 | 508,668 | Shares | Defined | 2021-02-12 |
| 2020-06-30 | $26,318,976 | 2,621,412 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $16,407,272 | 5,063,973 | Shares | Defined | 2020-05-15 |