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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CM holding history

Canadian Imperial Bank of Commerce in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CM overviewAll 13F holders of CMFull Q2 2026 holdings

Shares (Q2 2026)
2,401
Value
$276.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,401$276.1K<0.1%+1,069+80.3%AddedHolders
Q1 20261,332$126.2K<0.1%00.0%UnchangedHolders
Q4 20251,332$120.7K<0.1%00.0%UnchangedHolders
Q3 20251,332$106.4K<0.1%00.0%UnchangedHolders
Q2 20251,332$94.3K<0.1%00.0%UnchangedHolders
Q1 20251,332$75.0K<0.1%00.0%UnchangedHolders
Q4 20241,332$84.2K<0.1%00.0%UnchangedHolders
Q3 20241,332$81.7K<0.1%00.0%UnchangedHolders
Q2 20241,332$63.3K<0.1%00.0%UnchangedHolders
Q1 20241,332$65.7K<0.1%−848−38.9%ReducedHolders
Q4 20232,180$104.9K<0.1%00.0%UnchangedHolders
Q3 20232,180$84.2K<0.1%−94−4.1%ReducedHolders
Q2 20232,274$97.1K<0.1%+942+70.7%AddedHolders
Q1 20231,332$56.5K<0.1%00.0%UnchangedHolders
Q4 20221,332$53.9K<0.1%00.0%UnchangedHolders
Q3 20221,332$58.0K<0.1%00.0%UnchangedHolders
Q2 20221,332$65.0K<0.1%−264−16.5%ReducedConverted for a 2-for-1 splitHolders
Q1 2022798$97.0K<0.1%+132+19.8%AddedHolders
Q4 2021666$78.0K<0.1%00.0%UnchangedHolders
Q3 2021666$74.0K<0.1%00.0%UnchangedHolders
Q2 2021666$76.0K<0.1%00.0%UnchangedHolders
Q1 2021666$65.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.