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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

CM holding history

Canadian Imperial Bank of Commerce in every 13F filed by Perfromance Wealth Partners, 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)
12,946
Value
$1.49M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CM by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,946$1.49M<0.1%−1,500−10.4%ReducedHolders
Q1 202614,446$1.37M<0.1%00.0%UnchangedHolders
Q4 202514,446$1.31M<0.1%00.0%UnchangedHolders
Q3 202514,446$1.15M<0.1%+9,186+174.6%AddedHolders
Q2 20255,260$372.6K<0.1%00.0%UnchangedHolders
Q1 20255,260$296.1K<0.1%00.0%UnchangedHolders
Q4 20245,260$332.6K<0.1%00.0%UnchangedHolders
Q3 20245,260$322.6K<0.1%+5,260NewHolders