Octavia Wealth Advisors, LLC

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

CIK 1841259 CINCINNATI, OH

Position in CM

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

Position Value

$1,240,505

+$129,277 QoQ

Shares Held

10,787

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#248

of 558 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $9,067,211 across 4 Banks - Diversified names. CM ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,913	$4,881,472
2	BAC	Bank Of America Corp /De/	46,570	$2,653,558
3	CM	Canadian Imperial Bank Of Commerce /Can/ This page	10,787	$1,240,505
4	C	Citigroup Inc	2,084	$291,676

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,240,505	10,787	-8.0%	Shares	Sole	2026-07-14
2026-03-31	$1,111,228	11,728	-3.1%	Shares	Sole	2026-04-10
2025-12-31	$1,096,743	12,104	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$975,696	12,213	-6.7%	Shares	Sole	2025-10-28
2025-06-30	$926,952	13,087	-0.1%	Shares	Sole	2025-07-16
2025-03-31	$737,530	13,100	-1.0%	Shares	Sole	2025-04-14
2024-12-31	$836,596	13,231	-11.0%	Shares	Sole	2025-01-17
2024-09-30	$911,880	14,866	-36.4%	Shares	Sole	2024-10-10
2024-06-30	$1,111,675	23,384	-7.0%	Shares	Sole	2024-08-02
2024-03-31	$1,274,695	25,132	-4.8%	Shares	Sole	2024-04-15
2023-12-31	$1,270,799	26,398	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$1,021,543	26,458	+0.4%	Shares	Sole	2023-10-30
2023-06-30	$1,124,959	26,358	+1.5%	Shares	Sole	2023-07-18
2023-03-31	$1,101,265	25,961	+0.8%	Shares	Sole	2023-04-20
2022-12-31	$1,041,992	25,760	-0.1%	Shares	Sole	2023-01-19
2022-09-30	$1,128,614	25,791	+0.5%	Shares	Sole	2022-10-17
2022-06-30	$1,245,827	25,666	+103.5%	Shares	Sole	2022-07-18
2022-03-31	$1,534,997	12,614	-4.0%	Shares	Sole	2022-04-20
2021-12-31	$1,531,481	13,139	-0.1%	Shares	Sole	2022-01-28
2021-09-30	$1,463,928	13,153	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$1,483,823	13,032	-3.4%	Shares	Sole	2021-07-26
2021-03-31	$1,320,657	13,494	-9.5%	Shares	Sole	2021-05-10
2020-12-31	$1,273,930	14,905	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.