Lipe & Dalton

Position in CM — Canadian Imperial Bank Of Commerce /Can/

CIK 1570396 SYRACUSE, NY

Position in CM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$8,585,900

+$1,409,535 QoQ

Shares Held

74,660

-1.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

6.53%

of 13F equity value

Holder Rank

#142

of 558 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lipe & Dalton holds $9,822,967 across 3 Banks - Diversified names. CM ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CM	Canadian Imperial Bank Of Commerce /Can/ This page	74,660	$8,585,900
2	WFC	Wells Fargo & Company/Mn	14,838	$1,226,212
3	BNS	Bank Of Nova Scotia	125	$10,855

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,585,900	74,660	-1.4%	Shares	Sole	2026-07-14
2026-03-31	$7,176,365	75,740	-6.1%	Shares	Sole	2026-04-30
2025-12-31	$7,308,602	80,660	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$6,538,197	81,840	-0.5%	Shares	Sole	2026-01-26
2025-06-30	$5,825,059	82,240	-4.0%	Shares	Sole	2025-08-01
2025-03-31	$4,825,473	85,710	-0.3%	Shares	Sole	2025-05-05
2024-12-31	$5,437,147	85,990	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$5,278,920	86,060	-1.4%	Shares	Sole	2024-11-04
2024-06-30	$4,151,192	87,320	-3.7%	Shares	Sole	2024-08-02
2024-03-31	$4,597,260	90,640	+0.2%	Shares	Sole	2024-05-07
2023-12-31	$4,355,225	90,470	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$3,471,811	89,920	-0.6%	Shares	Sole	2023-11-03
2023-06-30	$3,859,125	90,420	-0.7%	Shares	Sole	2023-07-26
2023-03-31	$3,861,492	91,030	-4.0%	Shares	Sole	2023-05-02
2022-12-31	$3,833,851	94,780	-1.1%	Shares	Sole	2023-02-03
2022-09-30	$4,194,833	95,860	-2.2%	Shares	Sole	2022-11-07
2022-06-30	$4,759,832	98,060	+100.0%	Shares	Sole	2022-08-01
2022-03-31	$5,966,460	49,030	-2.1%	Shares	Sole	2022-04-26
2021-12-31	$5,839,656	50,100	-1.0%	Shares	Sole	2022-02-01
2021-09-30	$5,631,780	50,600	+2.6%	Shares	Sole	2021-11-01
2021-06-30	$5,616,713	49,330	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$4,817,161	49,220	-0.5%	Shares	Sole	2021-04-30
2020-12-31	$4,226,918	49,455	+0.1%	Shares	Sole	2021-01-29
2020-09-30	$3,690,794	49,395	+0.1%	Shares	Sole	2020-10-30
2020-06-30	$3,303,630	49,330	-0.8%	Shares	Sole	2020-08-07
2020-03-31	$2,883,717	49,745	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.