CI Private Wealth, LLC
- SEC CIK
- 0001948780
- Latest filing
- Aug 27, 2026
IBTX holding history
Independent Bank 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.
IBTX overviewAll 13F holders of IBTXFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −10,338−100.0% | Sold out | Holders |
| Q4 2024 | 10,338 | $627.2K | <0.1% | −422−3.9% | Reduced | Holders |
| Q3 2024 | 10,760 | $620.4K | <0.1% | +393+3.8% | Added | Holders |
| Q2 2024 | 10,367 | $471.9K | <0.1% | +28+0.3% | Added | Holders |
| Q1 2024 | 10,339 | $472.0K | <0.1% | −1,469−12.4% | Reduced | Holders |
| Q4 2023 | 11,808 | $600.8K | <0.1% | +121+1.0% | Added | Holders |
| Q3 2023 | 11,687 | $462.2K | <0.1% | +1,286+12.4% | Added | Holders |
| Q2 2023 | 10,401 | $359.1K | <0.1% | +10,401 | New | Holders |