Integrated Wealth Concepts LLC

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

CIK 1737109 WALTHAM, MA

Position in CM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,683,255

+$321,793 QoQ

Shares Held

14,637

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#227

of 558 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. CM ranks #13 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	287,857	$94,224,231
2	BAC	Bank Of America Corp /De/	457,988	$26,096,156
3	C	Citigroup Inc	153,863	$21,534,665
4	WFC	Wells Fargo & Company/Mn	132,711	$10,967,237
5	BNY	Bank of New York Mellon Corp	71,038	$10,272,805
6	UBS	UBS Group AG	62,814	$3,113,061
7	HSBC	Hsbc Holdings PLC	32,685	$3,108,016
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	117,514	$2,944,900

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,683,255	14,637	+1.9%	Shares	Sole	2026-08-12
2026-03-31	$1,361,462	14,369	-10.8%	Shares	Other	2026-05-15
2025-09-30	$1,286,229	16,100	-2.1%	Shares	Other	2025-11-14
2025-06-30	$1,164,870	16,446	+10.8%	Shares	Other	2025-08-14
2025-03-31	$835,323	14,837	-1.8%	Shares	Other	2025-05-15
2024-12-31	$955,152	15,106	+2.8%	Shares	Other	2025-02-14
2024-09-30	$901,145	14,691	-0.1%	Shares	Other	2024-11-14
2024-06-30	$699,313	14,710	+1.7%	Shares	Other	2024-08-14
2024-03-31	$733,309	14,458	-0.8%	Shares	Other	2024-05-15
2023-12-31	$701,496	14,572	-0.9%	Shares	Other	2024-02-13
2023-09-30	$567,567	14,700	+0.7%	Shares	Other	2023-11-15
2023-06-30	$623,213	14,602	+6.0%	Shares	Other	2023-08-15
2023-03-31	$584,590	13,781	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.