Position in CMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,945
-$39,953 QoQ
Shares Held
4,031
-15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#345
of 520 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in CMC Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $2,934,712 across 5 Metal Fabrication names. CMC ranks #4 (8.6% of the industry book) .
All Filings in CMC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,945 | 4,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,898 | 4,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $279,787 | 4,042 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $270,934 | 4,730 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $215,693 | 4,410 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $207,045 | 4,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $236,145 | 4,761 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $279,856 | 5,092 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $257,188 | 4,677 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $279,510 | 4,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,426 | 4,405 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||