CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
MC holding history
Moelis & Co 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.
MC overviewAll 13F holders of MCFull Q4 2025 holdings
- Shares (Q4 2025)
- 259
- Value
- $17.8K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 259 | $17.8K | <0.1% | +258+25,800.0% | Added | Holders |
| Q3 2025 | 1 | $71 | <0.1% | −8−88.9% | Reduced | Holders |
| Q2 2025 | 9 | $561 | <0.1% | +9 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −398−100.0% | Sold out | Holders |
| Q4 2024 | 398 | $29.7K | <0.1% | +137+52.5% | Added | Holders |
| Q3 2024 | 261 | $17.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 261 | $15.1K | <0.1% | −200−43.4% | Reduced | Holders |
| Q1 2024 | 461 | $25.9K | <0.1% | +461 | New | Holders |