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List All Filings | or | ||
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Most-Recent Filing: | ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
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2/13/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 45 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 937 | of | 1,141 | $46,820,849 |
| CIBC Private Wealth Group, LLC | |||||||
1/29/20 | 12/31/19 | 242 | of | 1,278 | $25 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 8 | |
2022 | 5 | |
2021 | 4 | |
2020 | 4 | |
2019 | 3 | |
2018 | 4 | |
2017 | 5 | |
2016 | 4 | |
2015 | 4 | |
2014 | 3 |