Beverly Hills Private Wealth, LLC

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

CIK 1965710 BEVERLY HILLS, CA

Position in CM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$355,123

-$17,737 QoQ

Shares Held

3,748

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,307	$13,521,019
2	BNY	Bank of New York Mellon Corp	12,815	$1,853,176
3	BAC	Bank Of America Corp /De/	19,608	$1,117,263
4	C	Citigroup Inc	5,164	$722,753
5	UBS	UBS Group AG	12,543	$621,630

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$355,123	3,748	-8.9%	Shares	Sole	2026-05-04
2025-12-31	$372,860	4,115	-11.1%	Shares	Sole	2026-02-17
2025-09-30	$369,969	4,631	-11.7%	Shares	Sole	2025-11-10
2025-06-30	$371,644	5,247	-7.6%	Shares	Sole	2025-07-29
2025-03-31	$319,783	5,680	-0.8%	Shares	Sole	2025-04-30
2024-12-31	$362,054	5,726	-26.2%	Shares	Sole	2025-02-14
2024-09-30	$475,691	7,755	-2.9%	Shares	Sole	2024-11-12
2024-06-30	$379,701	7,987	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$404,694	7,979	+18.5%	Shares	Sole	2024-05-09
2023-12-31	$324,174	6,734	-23.1%	Shares	Sole	2024-01-30
2023-09-30	$338,262	8,761	-50.7%	Shares	Sole	2023-11-08
2023-06-30	$757,826	17,756	+130.8%	Shares	Sole	2023-08-10
2023-03-31	$326,337	7,693	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.