AMRC AMERESCO INC

Ownership history in CIBC Private Wealth Group LLC  ·  11 quarters on record

AI Ownership Summary

CIBC Private Wealth Group LLC reported AMERESCO INC (AMRC) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows AMRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIBC Private Wealth Group LLC's position in AMERESCO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CIBC Private Wealth Group LLC held AMRC — position size vs. price
% of Fund (quarterly)    AMRC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,000 0% 0.00% $101K 2025-11-24 $32.55
2025 Q2 UNCHANGED 3,000 0% 0.00% $46K 2025-08-12 $19.68
2025 Q1 UNCHANGED 3,000 0% 0.00% $28K 2025-05-14 $14.21
2024 Q4 UNCHANGED 3,000 0% 0.00% $81K 2025-02-12 $19.07
2024 Q3 UNCHANGED 3,000 0% 0.00% $114K 2024-11-13 $26.28
2024 Q2 UNCHANGED 3,000 0% 0.00% $79K 2024-08-09 $26.72
2024 Q1 REDUCED 3,000 -150 -4.8% 0.00% $75K 2024-05-10 $27.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CIBC Private Wealth Group LLC and AMRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIBC Private Wealth Group LLC reported owning AMRC?

CIBC Private Wealth Group LLC reported AMRC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AMRC position in CIBC Private Wealth Group LLC's portfolio?

The largest reported portfolio weight for AMRC was 0.00% in 2024 Q3.

What is the latest reported AMRC position on this page?

The most recent filing on this page is 2025 Q3, when CIBC Private Wealth Group LLC reported 3,000 shares, equal to 0.00% of portfolio, with an estimated market value of $101K.

What does the chart on this AMRC ownership page compare?

The chart compares CIBC Private Wealth Group LLC's quarterly AMRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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