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CIBC Bancorp USA Inc.: LPLA position timeline

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

CIBC Bancorp USA Inc. held 13,539 LPLA 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 13,539 shares
    Change vs previous 13F +2,139 shares

    <0.01% of the 13F portfolio, value $3,813,865.

    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 11,400 shares
    Change vs previous 13F -4,168 shares

    <0.01% of the 13F portfolio, value $3,429,396.

    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 15,568 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $5,560,289.

    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: 2,776 shares
    • CIBC Private Wealth Group LLC: 12,792 shares

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

  4. period ended2025-09-30
    13F/A 15,398 shares
    Change vs previous 13F +2,595 shares

    0.01% of the 13F portfolio, value $5,122,794.

    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: 12,530 shares
    • CIBC Bancorp USA Inc.: 2,868 shares

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

  5. period ended2025-06-30
    13F 12,803 shares
    Change vs previous 13F +6,474 shares

    0.01% of the 13F portfolio, value $4,800,583.

    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 6,329 shares
    Change vs previous 13F -1,696 shares

    <0.01% of the 13F portfolio, value $1,815,750.

    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 8,025 shares
    Change vs previous 13F -4,977 shares

    <0.01% of the 13F portfolio, value $2,675,545.

    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 13,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,024,655.

    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).