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Disclosery

CIBC Bancorp USA Inc.: EXE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CIBC Bancorp USA Inc. on EXE, newest first. How the timeline and the estimate are built.

CIBC Bancorp USA Inc. held 2,057,938 EXE 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 2,057,938 shares
    Change vs previous 13F -735,411 shares

    0.23% of the 13F portfolio, value $187,956,184.

    13F-HR 0001298088-26-000018 filed by CIBC Bancorp USA Inc.
    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 2,793,349 shares
    Change vs previous 13F +696,779 shares

    0.41% of the 13F portfolio, value $306,659,117.

    13F-HR 0001298088-26-000011 filed by CIBC Bancorp USA Inc.
    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 2,096,570 shares
    Change vs previous 13F +807,160 shares

    0.29% of the 13F portfolio, value $231,377,478.

    13F-HR 0001298088-26-000003 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC WORLD MARKETS CORP: 33,130 shares
    • CIBC Private Wealth Group LLC: 2,063,440 shares

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

  4. period ended2025-09-30
    13F/A 1,289,410 shares
    Change vs previous 13F +1,158,786 shares

    0.18% of the 13F portfolio, value $136,986,910.

    13F-HR 0001298088-25-000031 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC Private Wealth Group LLC: 1,256,987 shares
    • CIBC Bancorp USA Inc.: 32,423 shares

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

  5. period ended2025-06-30
    13F 130,624 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $15,275,171.

    13F-HR 0001298088-25-000014 filed by CIBC Private Wealth Group LLC
    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 130,725 shares
    Change vs previous 13F -36,841 shares

    0.03% of the 13F portfolio, value $13,073,807.

    13F-HR 0001298088-25-000009 filed by CIBC Private Wealth Group LLC
    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 167,566 shares
    Change vs previous 13F -127,955 shares

    0.03% of the 13F portfolio, value $17,245,893.

    13F-HR 0001298088-25-000002 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 295,521 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,306,602.

    13F-HR 0001298088-24-000025 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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