Skip to main content

CI Private Wealth, LLC

SEC CIK
0001948780
Latest filing
Aug 27, 2026

BFS holding history

Saul Centers, Inc. in every 13F filed by CI Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFS overviewAll 13F holders of BFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2023
Holdings of BFS by CI Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7,166−100.0%Sold outHolders
Q1 20257,166$258.5K<0.1%−70−1.0%ReducedHolders
Q4 20247,236$280.8K<0.1%00.0%UnchangedHolders
Q3 20247,236$303.6K<0.1%+138+1.9%AddedHolders
Q2 20247,098$261.0K<0.1%00.0%UnchangedHolders
Q1 20247,098$273.2K<0.1%00.0%UnchangedHolders
Q4 20237,098$278.7K<0.1%−42−0.6%ReducedHolders
Q3 20237,140$251.8K<0.1%−133−1.8%ReducedHolders
Q2 20237,273$267.9K<0.1%+1,067+17.2%AddedHolders
Q1 20236,206$242.0K<0.1%+6,206NewHolders