Ownership history in Integrated Wealth Concepts LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in CANADIAN IMPERIAL (CM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 16,100 | -346 | -2.1% | 0.01% | $1.3M | $79.89 |
| 2025 Q2 | ADDED | 16,446 | +1,609 | +10.8% | 0.01% | $1.2M | $70.83 |
| 2025 Q1 | REDUCED | 14,837 | -269 | -1.8% | 0.01% | $835K | $55.73 |
| 2024 Q4 | ADDED | 15,106 | +415 | +2.8% | 0.01% | $955K | $61.85 |
| 2024 Q3 | REDUCED | 14,691 | -19 | -0.1% | 0.01% | $901K | $59.38 |
| 2024 Q2 | ADDED | 14,710 | +252 | +1.7% | 0.01% | $699K | $45.52 |
| 2024 Q1 | REDUCED | 14,458 | -114 | -0.8% | 0.01% | $733K | $47.91 |
| 2023 Q4 | REDUCED | 14,572 | -128 | -0.9% | 0.01% | $701K | $44.88 |
| 2023 Q3 | ADDED | 14,700 | +98 | +0.7% | 0.01% | $568K | $35.49 |
| 2023 Q2 | ADDED | 14,602 | +821 | +6.0% | 0.01% | $623K | $38.60 |
As of 2025 Q4 — sorted by position size