CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

UCB holding history

United Community Banks 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.

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

Shares (Q2 2026): 10,655
Value: $373.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2024

Holdings of UCB by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,655	$373.9K	<0.1%	+10,655	New	Holders
Q4 2024	0	$0	0.0%	−13,884−100.0%	Sold out	Holders
Q3 2024	13,884	$403.2K	<0.1%	+13,884	New	Holders