CM β€” CANADIAN IMP BK COMM

Ownership history in L.M. KOHN & COMPANY  Β·  5 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported CANADIAN IMP BK COMM (CM) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows CM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in CANADIAN IMP BK COMM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

CM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L.M. KOHN & COMPANY held CM β€” position size vs. price
% of Fund (quarterly)    CM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 4,090 +230 +6.0% 0.08% $290K 2025-08-04 $71.92
2025 Q1 UNCHANGED 3,860 β€” 0% 0.06% $217K 2025-04-21 $57.38
2024 Q4 UNCHANGED 3,860 β€” 0% 0.06% $244K 2025-01-30 $61.90
2024 Q3 ADDED 3,860 +2,010 +108.6% 0.06% $237K 2024-11-14 $61.35
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CM

As of 2026 Q1 β€” sorted by position size

ADIRONDACK TRUST CO 3Y 7Y 0.0%

FAQ About L.M. KOHN & COMPANY and CM

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning CM?

L.M. KOHN & COMPANY reported CM across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported CM position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for CM was 0.08% in 2025 Q2.

What is the latest reported CM position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 4,090 shares, equal to 0.08% of portfolio, with an estimated market value of $290K.

What does the chart on this CM ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly CM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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