CI Private Wealth, LLC
- SEC CIK
- 0001948780
- Latest filing
- Aug 27, 2026
DHIL holding history
Diamond Hill Investment Group 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.
DHIL overviewAll 13F holders of DHILFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −20,836−100.0% | Sold out | Holders |
| Q1 2024 | 20,836 | $3.21M | <0.1% | −221−1.0% | Reduced | Holders |
| Q4 2023 | 21,057 | $3.49M | <0.1% | −1,889−8.2% | Reduced | Holders |
| Q3 2023 | 22,946 | $3.87M | <0.1% | +97+0.4% | Added | Holders |
| Q2 2023 | 22,849 | $3.91M | <0.1% | +22,849 | New | Holders |