Skip to content

CIBC Bancorp USA Inc.: WTRG position timeline

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

CIBC Bancorp USA Inc. held 245,699 WTRG 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 245,699 shares
    Change vs previous 13F +217,874 shares

    0.01% of the 13F portfolio, value $9,412,742.

    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 27,825 shares
    Change vs previous 13F -1,859 shares

    <0.01% of the 13F portfolio, value $1,120,502.

    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 29,684 shares
    Change vs previous 13F -1,490 shares

    <0.01% of the 13F portfolio, value $1,138,693.

    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: 9,732 shares
    • CIBC Private Wealth Group LLC: 19,952 shares

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

  4. period ended2025-09-30
    13F/A 31,174 shares
    Change vs previous 13F +10,810 shares

    <0.01% of the 13F portfolio, value $1,243,843.

    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: 21,122 shares
    • CIBC Bancorp USA Inc.: 10,052 shares

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

  5. period ended2025-06-30
    13F 20,364 shares
    Change vs previous 13F -196 shares

    <0.01% of the 13F portfolio, value $756,319.

    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 20,560 shares
    Change vs previous 13F -467 shares

    <0.01% of the 13F portfolio, value $773,467.

    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 21,027 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $735,945.

    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 21,127 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $814,868.

    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).