Compound Planning, Inc.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1978879
NEW YORK, NY
Position in CM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,748,690
+$385,522 QoQ
Shares Held
15,206
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#224
of 558 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $91,501,846 across 18 Banks - Diversified names. CM ranks #18 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
77,143 | $25,251,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
169,796 | $9,674,975 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
79,278 | $7,538,544 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
41,221 | $5,960,968 | |
| 5 | C |
Citigroup Inc
|
39,555 | $5,536,117 | |
| 6 | RY |
Royal Bank Of Canada
|
22,798 | $4,718,501 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
205,851 | $4,094,375 | |
| 8 | SAN |
Banco Santander, S.A.
|
283,998 | $3,919,172 |
All Filings in CM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,690 | 15,206 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,363,168 | 14,387 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,251,685 | 13,814 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $986,561 | 12,349 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $765,530 | 10,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $492,512 | 8,748 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $595,310 | 9,415 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $483,297 | 7,879 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $264,369 | 5,561 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $231,739 | 4,569 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||