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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

SM holding history

SM Energy 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.

SM overviewAll 13F holders of SMFull Q4 2025 holdings

Shares (Q4 2025)
3,459
Value
$64.7K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2021
Holdings of SM by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,459$64.7K<0.1%−379−9.9%ReducedHolders
Q3 20253,838$95.8K<0.1%−62−1.6%ReducedHolders
Q2 20253,900$96.4K<0.1%−1,295−24.9%ReducedHolders
Q1 20255,195$105.9K<0.1%−1,628−23.9%ReducedHolders
Q4 20246,823$291.0K<0.1%+499+7.9%AddedHolders
Q3 20246,324$252.8K<0.1%+675+11.9%AddedHolders
Q2 20245,649$250.0K<0.1%−223−3.8%ReducedHolders
Q1 20245,872$297.0K<0.1%00.0%UnchangedHolders
Q4 20235,872$227.4K<0.1%−378−6.0%ReducedHolders
Q3 20236,250$247.8K<0.1%+6,250NewHolders
Q3 20220$00.0%−10,346−100.0%Sold outHolders
Q2 202210,346$353.0K<0.1%−1,376−11.7%ReducedHolders
Q1 202211,722$457.0K<0.1%+1,291+12.4%AddedHolders
Q4 202110,431$307.0K<0.1%+10,431NewHolders