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Disclosery

CIBC Bancorp USA Inc.: HEFA position timeline

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

CIBC Bancorp USA Inc. held 1,445 HEFA shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,445 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $59,765.

    13F-HR 0001298088-26-000003 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).

  2. period ended2025-09-30
    13F 945 shares
    Change vs previous 13F -2,992 shares

    <0.01% of the 13F portfolio, value $37,431.

    13F-HR 0001298088-25-000031 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).

  3. period ended2025-06-30
    13F 3,937 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $149,449.

    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).

  4. period ended2025-03-31
    13F 3,937 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $126,417.

    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).

  5. period ended2024-12-31
    13F 3,952 shares
    Change vs previous 13F -1,650 shares

    <0.01% of the 13F portfolio, value $139,308.

    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).

  6. period ended2024-09-30
    13F 5,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $198,423.

    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).