NewSquare Capital LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1546989
NEWTOWN SQUARE, PA
Position in CM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,524,490
+$1,817,233 QoQ
Shares Held
74,126
+4.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#143
of 558 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. CM ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,524,490 | 74,126 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,707,257 | 70,789 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,334,635 | 69,911 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,087,823 | 101,237 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,966,626 | 98,357 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,357,057 | 95,152 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,850,102 | 92,521 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||