BALDWIN WEALTH PARTNERS LLC/MA
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1021258
Marion, MA
Position in CM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$202,630
+$81,913 QoQ
Shares Held
1,762
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#440
of 558 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. CM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
1,762 | $202,630 |
All Filings in CM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,630 | 1,762 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $120,717 | 1,968 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $103,066 | 2,168 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $109,960 | 2,168 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $104,367 | 2,168 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $83,706 | 2,168 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $92,530 | 2,168 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $111,903 | 2,638 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $106,707 | 2,638 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||