SVB WEALTH LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SVB WEALTH LLC on CEG, newest first. How the timeline and the estimate are built.
SVB WEALTH LLC held 3,797 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 3,797 sharesChange vs previous 13F +990 shares
0.06% of the 13F portfolio, value $943,086.
13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,807 sharesChange vs previous 13F -29 shares
0.05% of the 13F portfolio, value $783,883.
13F-HR 0001626116-26-000002 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,836 sharesChange vs previous 13F +211 shares
0.06% of the 13F portfolio, value $1,001,946.
13F-HR 0001626116-26-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,625 sharesChange vs previous 13F +70 shares
0.05% of the 13F portfolio, value $863,869.
13F-HR 0001626116-25-000005 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,555 sharesChange vs previous 13F -1,024 shares
0.04% of the 13F portfolio, value $824,703.
13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,579 sharesChange vs previous 13F +971 shares
0.03% of the 13F portfolio, value $721,661.
13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,608 sharesChange vs previous 13F +2,608 shares
0.01% of the 13F portfolio, value $583,382.
13F-HR 0001626116-25-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.