CIBC Private Wealth Group LLC

Business address
3290 Northside Parkway, 7 Th Floor, Atlanta, GA, 30327
Top securities (13F)
MSFT, AAPL, AMZN, NVDA, GOOGL, JPM, META, V, AVGO, GOOG, RTX, BX, AZN, ODFL, NEE, VO, ABT, VOO, TEL, and CME
State of incorporation
DE
Fiscal year end
31 December
Former names
Atlantic Trust Group, LLC (to 17 May 2018), Atlantic Trust Group, Inc. (to 13 Feb 2008)
CIBC Private Wealth Group LLC has filed 116 SEC EDGAR filings since 13 Aug 2004

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Nov 2025 30 Sep 2025 028-10949
SCHEDULE 13G Open Document Open Filing 10 Nov 2025
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-10949
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-10949
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-10949
SCHEDULE 13G Open Document Open Filing 14 Feb 2025
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-10949
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-10949
N-PX Open Document Open Filing 29 Aug 2024 30 Jun 2024 028-10949
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-10949
SC 13G/A Open Document Open Filing FIRST AMENDMENT 01 Aug 2024
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-10949
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-10949
SC 13G/A Open Document Open Filing BARCLAYS ATMP AMENDMENT 11 Jan 2024
SC 13G Open Document Open Filing EQUITRANS MIDSTREAM 11 Jan 2024
13F-HR/A Open Document Open Filing 21 Nov 2023 30 Jun 2023 028-10949
13F-HR/A Open Document Open Filing 21 Nov 2023 31 Mar 2023 028-10949
SC 13G/A Open Document Open Filing CRESTWOOD EQUITY PARTNERS AMENDMENT 20 Nov 2023
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-10949
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-10949
13F-HR/A Open Document Open Filing 01 Jun 2023 31 Dec 2022 028-10949
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-10949
13F-HR/A Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-10949
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-10949
SC 13G Open Document Open Filing BARLAYS IPATH ETN+SELECT MLP ETN 11 Jan 2023
SC 13G/A Open Document Open Filing CRESTWOOD EQUITY PARTNERS 10 Jan 2023
13F-HR Open Document Open Filing 15 Nov 2022 30 Sep 2022 028-10949
13F-HR Open Document Open Filing 03 Aug 2022 30 Jun 2022 028-10949
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-10949
13F-HR/A Open Document Open Filing 04 Apr 2022 31 Dec 2021 028-10949
SC 13G/A Open Document Open Filing TREACE MEDICAL 13 G AMENDMENT 22 Mar 2022
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-10949
SC 13G/A Open Document Open Filing ARCHAEA FILING 07 Jan 2022
SC 13G/A Open Document Open Filing ARCHAEA ENERGY 07 Jan 2022
SC 13G/A Open Document Open Filing TREACE MEDICAL CONCEPTS 07 Jan 2022
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-10949
SC 13G Open Document Open Filing CRESTWOOD EQUITY 01 Nov 2021
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-10949
13F-HR Open Document Open Filing 12 May 2021 31 Mar 2021 028-10949
SC 13G/A Open Document Open Filing HOLDINGS FALL BELOW 5% 16 Feb 2021
SC 13G/A Open Document Open Filing UPDATED FILING DATA 16 Feb 2021
SC 13G/A Open Document Open Filing UPDATED FILING DATA 16 Feb 2021
SC 13G/A Open Document Open Filing UPDATED FILING DATA 16 Feb 2021
SC 13G/A Open Document Open Filing 16 Feb 2021
SC 13G/A Open Document Open Filing IPATH SELECT MLP ETN 16 Feb 2021
SC 13G/A Open Document Open Filing ALPS CLEAN ENERGY ETF 16 Feb 2021
SC 13G/A Open Document Open Filing 16 Feb 2021
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-10949
SC 13G Open Document Open Filing RICE ACQUISITION CORP 04 Nov 2020
13F-HR/A Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-10949
13F-HR Open Document Open Filing 29 Oct 2020 30 Sep 2020 028-10949
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-10949
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-10949
SC 13G/A Open Document Open Filing ALPS CLEAN ENERGY ETF 03 Feb 2020
SC 13G/A Open Document Open Filing NETSCOUT SYSTEMS, INC. 03 Feb 2020
SC 13G/A Open Document Open Filing BARCLAYS ETN+SELECT MLP ETN 03 Feb 2020
SC 13G/A Open Document Open Filing ALPS CLEAN ENERGY 03 Feb 2020
13F-HR Open Document Open Filing 30 Jan 2020 31 Dec 2019 028-10949
13F-HR Open Document Open Filing 16 Oct 2019 30 Sep 2019 028-10949
13F-HR Open Document Open Filing 31 Jul 2019 30 Jun 2019 028-10949
13F-HR Open Document Open Filing 10 May 2019 31 Mar 2019 028-10949
SC 13G/A Open Document Open Filing ALPS CLEAN ENERGY ETF 08 Feb 2019
SC 13G/A Open Document Open Filing ALPS CLEAN ENERGY ETF 08 Feb 2019
SC 13G/A Open Document Open Filing AEMETIS INC. 08 Feb 2019
SC 13G/A Open Document Open Filing NETSCOUT SYSTEMS INC 08 Feb 2019
SC 13G/A Open Document Open Filing ATMP 08 Feb 2019
13F-HR Open Document Open Filing 05 Feb 2019 31 Dec 2018 028-10949
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-10949
SC 13G Open Document Open Filing ACES FILING 26 Sep 2018
13F-HR Open Document Open Filing 02 Aug 2018 30 Jun 2018 028-10949
13F-HR Open Document Open Filing 17 May 2018 31 Mar 2018 028-10949
SC 13G/A Open Document Open Filing AMENDED 13G ZOZANO 13 Feb 2018
SC 13G Open Document Open Filing BARCLAYS ATMP 13 G 2017 13 Feb 2018
SC 13G Open Document Open Filing ZOZANA PHARMA 13G 2017 13 Feb 2018
SC 13G Open Document Open Filing AEMETIS, INC. 2017 13G 13 Feb 2018
SC 13G Open Document Open Filing NETSCOUT 12017 FILING 13 Feb 2018
13F-HR Open Document Open Filing 12 Feb 2018 31 Dec 2017 028-10949
13F-HR/A Open Document Open Filing 21 Dec 2017 30 Sep 2017 028-10949
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-10949
13F-HR Open Document Open Filing 09 Aug 2017 30 Jun 2017 028-10949
13F-HR Open Document Open Filing 10 May 2017 31 Mar 2017 028-10949
13F-HR Open Document Open Filing 13 Feb 2017 31 Dec 2016 028-10949
SC 13G/A Open Document Open Filing RICE MIDSTREAM PARTNERS LP 13 Feb 2017
SC 13G/A Open Document Open Filing WESTERN REFINING LOGISTICS 13 Feb 2017
SC 13G Open Document Open Filing MIDCOAST ENERGY PARTNERS LP 13 Feb 2017
SC 13G Open Document Open Filing JP ENERGY PARTNERS LP 13 Feb 2017
13F-HR Open Document Open Filing 09 Nov 2016 30 Sep 2016 028-10949
13F-HR Open Document Open Filing 11 Aug 2016 30 Jun 2016 028-10949
13F-HR Open Document Open Filing 11 May 2016 31 Mar 2016 028-10949
13F-HR Open Document Open Filing 10 Feb 2016 31 Dec 2015 028-10949
SC 13G/A Open Document Open Filing RICE MIDSTREAM ATLANTIC TRUST 2015 FILING 04 Feb 2016
SC 13G/A Open Document Open Filing RICE MIDSTREAM ATLANTIC TRUST 2015 FILING 04 Feb 2016
SC 13G/A Open Document Open Filing RICE MIDSTREAM AT 2015 FILINTG 04 Feb 2016
SC 13G/A Open Document Open Filing 04 Feb 2016
13F-HR Open Document Open Filing 12 Nov 2015 30 Sep 2015 028-10949
13F-HR Open Document Open Filing 13 Aug 2015 30 Jun 2015 028-10949
13F-HR Open Document Open Filing 11 May 2015 31 Mar 2015 028-10949
13F-HR Open Document Open Filing 12 Feb 2015 31 Dec 2014 028-10949
SC 13G Open Document Open Filing RICE MIDSTREAM PARTNERS, LP 09 Feb 2015
SC 13G Open Document Open Filing WESTERN REFINING LOGISTICS LP 09 Feb 2015
SC 13G Open Document Open Filing QEP MIDSTREAM PARTNERS 09 Feb 2015
13F-HR Open Document Open Filing 12 Nov 2014 30 Sep 2014 028-10949
13F-HR Open Document Open Filing 13 Aug 2014 30 Jun 2014 028-10949
13F-HR Open Document Open Filing 14 May 2014 31 Mar 2014 028-10949