CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

WABC holding history

Westamerica Bancorporation 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.

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

Shares (Q2 2026): 5,964
Value: $349.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2023

Holdings of WABC by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,964	$349.9K	<0.1%	+5,964	New	Holders
Q1 2024	0	$0	0.0%	−3,758−100.0%	Sold out	Holders
Q4 2023	3,758	$212.0K	<0.1%	+3,758	New	Holders