CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
FDS holding history
Factset Research Systems Inc in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDS overviewAll 13F holders of FDSFull Q4 2025 holdings
- Shares (Q4 2025)
- 1,443
- Value
- $418.8K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 1,443 | $418.8K | <0.1% | +83+6.1% | Added | Holders |
| Q3 2025 | 1,360 | $389.7K | <0.1% | −110−7.5% | Reduced | Holders |
| Q2 2025 | 1,470 | $657.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,470 | $586.3K | <0.1% | −117−7.4% | Reduced | Holders |
| Q4 2024 | 1,587 | $727.5K | <0.1% | +16+1.0% | Added | Holders |
| Q3 2024 | 1,571 | $722.4K | <0.1% | +337+27.3% | Added | Holders |
| Q2 2024 | 1,234 | $515.6K | <0.1% | −50−3.9% | Reduced | Holders |
| Q1 2024 | 1,284 | $568.5K | <0.1% | +2+0.2% | Added | Holders |
| Q4 2023 | 1,282 | $611.4K | <0.1% | −64−4.8% | Reduced | Holders |
| Q3 2023 | 1,346 | $588.4K | <0.1% | +805+148.8% | Added | Holders |
| Q2 2023 | 541 | $216.8K | <0.1% | +6+1.1% | Added | Holders |
| Q1 2023 | 535 | $222.1K | <0.1% | +535 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −51−100.0% | Sold out | Holders |
| Q2 2022 | 51 | $20.0K | <0.1% | −474−90.3% | Reduced | Holders |
| Q1 2022 | 525 | $228.0K | <0.1% | +75+16.7% | Added | Holders |
| Q4 2021 | 450 | $219.0K | <0.1% | +450 | New | Holders |