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Disclosery

MACKENZIE FINANCIAL CORP: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MACKENZIE FINANCIAL CORP on CUBI, newest first. How the timeline and the estimate are built.

MACKENZIE FINANCIAL CORP held 74,572 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,572 shares
    Change vs previous 13F +18,046 shares

    0.01% of the 13F portfolio, value $5,898,645.

    13F-HR 0001062993-26-004254 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,526 shares
    Change vs previous 13F +26,032 shares

    <0.01% of the 13F portfolio, value $3,923,470.

    13F-HR 0001062993-26-002560 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,494 shares
    Change vs previous 13F +2,566 shares

    <0.01% of the 13F portfolio, value $2,233,856.

    13F-HR 0001062993-26-001020 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,928 shares
    Change vs previous 13F -3,107 shares

    <0.01% of the 13F portfolio, value $1,825,653.

    13F-HR 0001062993-25-016707 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,035 shares
    Change vs previous 13F +891 shares

    <0.01% of the 13F portfolio, value $1,822,996.

    13F-HR 0001062993-25-014242 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,144 shares
    Change vs previous 13F +30,144 shares

    <0.01% of the 13F portfolio, value $1,513,229.

    13F-HR 0001062993-25-008740 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -6,099 shares

    13F-HR/A 0001062993-25-008369 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 6,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $283,299.

    13F-HR 0001062993-24-018990 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).