Williamson Legacy Group, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 2011965
CARMEL, IN
Position in CM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,183,695
+$407,882 QoQ
Shares Held
10,293
+25.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#249
of 558 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Williamson Legacy Group, LLC holds $7,331,322 across 4 Banks - Diversified names. CM ranks #4 (16.1% of the industry book) .
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,695 | 10,293 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $775,813 | 8,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $608,446 | 6,715 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,465,741 | 18,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,337,270 | 18,880 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,462 | 4,129 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $244,826 | 3,872 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||