True Wealth Design, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1966033
AKRON, OH
Position in CM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,615
+$2,046 QoQ
Shares Held
101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 558 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. CM ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
|
6,115 | $84,387 |
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,615 | 101 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,569 | 101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,070 | 67 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,352 | 67 | Shares | Sole | 2025-10-21 | |
| 2023-06-30 | $728,376 | 17,066 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $730,345 | 17,217 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $681,906 | 16,858 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||