CI Private Wealth, LLC
- SEC CIK
- 0001948780
- Latest filing
- Aug 27, 2026
INTA holding history
Intapp, 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.
INTA overviewAll 13F holders of INTAFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −12,894−100.0% | Sold out | Holders |
| Q2 2025 | 12,894 | $665.6K | <0.1% | −11,714−47.6% | Reduced | Holders |
| Q1 2025 | 24,608 | $1.44M | <0.1% | −5,898−19.3% | Reduced | Holders |
| Q4 2024 | 30,506 | $1.96M | <0.1% | −5,196−14.6% | Reduced | Holders |
| Q3 2024 | 35,702 | $1.71M | <0.1% | +35,702 | New | Holders |