Lido Advisors, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1650150
Los Angeles, CA
Position in CM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$461,265
+$98,373 QoQ
Shares Held
4,011
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#326
of 558 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Derivatives in CM
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$230,769
PutShares
5,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $281,287,381 across 16 Banks - Diversified names. CM ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
557,608 | $182,521,825 | |
| 2 | BAC |
Bank Of America Corp /De/
|
566,034 | $32,252,614 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
311,667 | $25,756,159 | |
| 4 | C |
Citigroup Inc
|
178,527 | $24,986,637 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
45,585 | $6,592,045 | |
| 6 | ING |
Ing Groep NV
|
67,991 | $2,133,556 | |
| 7 | SAN |
Banco Santander, S.A.
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
10,052 | $955,844 |
All Filings in CM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,265 | 4,011 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $362,892 | 3,830 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $365,248 | 4,031 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $322,036 | 4,031 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $394,887 | 7,014 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $241,095 | 3,813 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $260,755 | 4,251 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,093 | 4,230 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $273,531 | 5,682 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $214,417 | 1,762 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $203,630 | 1,747 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $256,991 | 2,309 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $249,467 | 2,191 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $215,216 | 2,199 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $230,769 | 2,700 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $233,760 | 2,735 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $322,566 | 4,317 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $298,880 | 4,000 | Put | Sole | 2021-11-12 | |
| 2020-06-30 | $268,683 | 4,012 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $231,880 | 4,000 | Put | Sole | 2021-11-12 | |
| 2020-03-31 | $231,937 | 4,001 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||