TruNorth Capital Management, LLC CM CANADIAN IMPERIAL BK COMM

Ownership history in TruNorth Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

TruNorth Capital Management, LLC reported CANADIAN IMPERIAL BK COMM (CM) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows CM at 0.00% 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.

What this CM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TruNorth Capital Management, LLC's position in CANADIAN IMPERIAL 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 Q3

CM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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 Q3

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 TruNorth Capital Management, LLC held CM — position size vs. price
% of Fund (quarterly)    CM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 200 0% 0.00% $16K 2025-10-21 $79.97
2025 Q2 REDUCED 60.9% +12.4% 200 -312 -60.9% 0.00% $14K 2025-07-18 $72.71
2025 Q1 ADDED 512 +312 +156.0% 0.01% $29K 2025-05-01 $61.92
2024 Q4 UNCHANGED 200 0% 0.00% $13K 2025-02-04 $59.80
2024 Q3 INITIATED 200 0.00% $12K 2024-10-24 $60.53

FAQ About TruNorth Capital Management, LLC and CM

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

How long has TruNorth Capital Management, LLC reported owning CM?

TruNorth Capital Management, LLC reported CM across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CM position in TruNorth Capital Management, LLC's portfolio?

The largest reported portfolio weight for CM was 0.01% in 2025 Q1.

What is the latest reported CM position on this page?

The most recent filing on this page is 2025 Q3, when TruNorth Capital Management, LLC reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this CM ownership page compare?

The chart compares TruNorth Capital Management, LLC'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.

How well did TruNorth Capital Management, LLC time their CM position?

Based on 13F filing dates vs. subsequent CM price moves, TruNorth Capital Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CM relative to SPY over the holding period was +12.8%.

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