Entity type
Company
Filer Snapshot
CIBC Private Wealth Group LLC
CIK 0001298088. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
61
Latest filing
18 Feb 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$59.16B
3,394 holdings for Q4 2025
Open portfolioLargest parsed holding
MSFT
$3.16B reported value
Open holding13D/G large stake
ARKO Petroleum Corp.
12 Feb 2026 · 8.3% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13G filed on 18 Feb 2026 for CIK 0001298088.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$59.16BQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$59.16BReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FMSFT AAPL AMZN NVDA GOOGL+15 more
JPM AVGO META V GOOG LLY AZN ODFL VO BX RTX NEE VOO IWF ABTLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
MSFT AAPL AMZN NVDA GOOGL JPM AVGO META+12 more
V GOOG LLY AZN ODFL VO BX RTX NEE VOO IWF ABTLargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
INR ARKO Petroleum Corp. ARKO Corp. PAAHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 3290 Northside Parkway, 7 Th Floor, Atlanta, GA, 30327
- Incorporated in
- DE
- Fiscal year end
- 31 December
- Former names on EDGAR
- Atlantic Trust Group, LLC (to 17 May 2018), Atlantic Trust Group, Inc. (to 13 Feb 2008)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about CIBC Private Wealth Group LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $59.16B across 3,394 reported holdings for Q4 2025.
- Largest parsed 13F holding: MSFT at $3.16B.
- 3 recent 13D/G stake rows found; top row is ARKO Petroleum Corp. at 8.3% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
21%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$12.6B
Compared with $59.16B total 13F value.
Top 5 net change
-$276.05M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SPY · Largest trim: WDAY
MSFT
AAPL
AMZN
NVDA
GOOGL
Other holdings
13D/G large-stake context
ARKO Petroleum Corp.
12 Feb 2026 · Class A Common
INR
05 Nov 2025 · Common Class A
PAA
31 Dec 2024 · Preferred Convertible
Latest update
What changed recently for CIBC Private Wealth Group LLC
Latest Schedule 13D/G period: 12 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
18 Feb 2026
Page type
Filer profile
Latest period
12 Feb 2026
Schedule 13D/G context is visible from filings filed on 18 Feb 2026.
Benchmark Context
Benchmark context for this company
CIBC Private Wealth Group LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest Schedule 13D/G period: 12 Feb 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001298088 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
61
First seen
14 May 2014
Latest filing
18 Feb 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
SCHEDULE 13G
SCHEDULE 13G/A
Latest Filings
Showing the latest 12 of 61 SEC filings for CIBC Private Wealth Group LLC.
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 18 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 18 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 17 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 02 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 10 Nov 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 14 Feb 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing