CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

DAVE holding history

Dave 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.

DAVE overview All 13F holders of DAVE Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2022

Holdings of DAVE by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−313−100.0%	Sold outConverted for a 1-for-32 split	Holders
Q4 2022	10,000	$2.90K	<0.1%	–	No prior filing	Holders