CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

MMS holding history

Maximus, 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.

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

Shares (Q2 2026): 36,887
Value: $1.98M
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of MMS by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,887	$1.98M	<0.1%	−13,323−26.5%	Reduced	Holders
Q1 2026	50,210	$3.22M	<0.1%	+50,210	New	Holders
Q4 2024	0	$0	0.0%	−3,881−100.0%	Sold out	Holders
Q3 2024	3,881	$361.6K	<0.1%	+3,881	New	Holders