CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 819864
KOKOMO, IN
Position in CM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,380
-$6,958 QoQ
Shares Held
12
-86.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 558 holders
Holding Since
Sep 2025
4 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. CM ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
27,872 | $3,900,965 | |
| 2 | RY |
Royal Bank Of Canada
|
10,436 | $2,159,938 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,461 | $1,787,549 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,552 | $1,000,112 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,990 | $164,453 | |
| 6 | UBS |
UBS Group AG
|
2,909 | $144,170 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
213 | $20,254 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,292 | $17,829 |
All Filings in CM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380 | 12 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,338 | 88 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,087 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $958 | 12 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||