Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- Latest filing
- Aug 13, 2026
CM holding history
Canadian Imperial Bank of Commerce in every 13F filed by Williamson Legacy Group, 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)
- 10,293
- Value
- $1.18M
- % of portfolio
- 0.6%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,293 | $1.18M | 0.6% | +2,105+25.7% | Added | Holders |
| Q1 2026 | 8,188 | $775.8K | 0.6% | +1,473+21.9% | Added | Holders |
| Q4 2025 | 6,715 | $608.4K | 0.5% | −11,632−63.4% | Reduced | Holders |
| Q3 2025 | 18,347 | $1.47M | 1.1% | −533−2.8% | Reduced | Holders |
| Q2 2025 | 18,880 | $1.34M | 1.1% | +14,751+357.3% | Added | Holders |
| Q1 2025 | 4,129 | $232.5K | 0.2% | +257+6.6% | Added | Holders |
| Q4 2024 | 3,872 | $244.8K | 0.2% | +3,872 | New | Holders |