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CI Private Wealth, LLC

SEC CIK
0001948780
Latest filing
Aug 27, 2026

FOA holding history

Finance of America Companies 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.

FOA overviewAll 13F holders of FOAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of FOA by CI Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−80,000−100.0%Sold outHolders
Q3 202580,000$1.79M<0.1%+80,000NewHolders