Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$639,036
+$156,971 QoQ
Shares Held
896
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,256
of 2,094 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Private Trust Co. holds $12,455,241 across 6 Specialty Industrial Machinery names. CMI ranks #6 (5.1% of the industry book) .
All Filings in CMI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,036 | 896 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $482,065 | 896 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $458,384 | 898 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $379,288 | 898 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $301,300 | 920 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $288,364 | 920 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $320,712 | 920 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $301,124 | 930 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $258,929 | 935 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $275,497 | 935 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $220,404 | 920 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $210,183 | 920 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $232,902 | 950 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $226,936 | 950 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $230,175 | 950 | Shares | Sole | 2023-01-19 | |
| 2021-12-31 | $212,686 | 975 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $218,946 | 975 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $237,714 | 975 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $252,632 | 975 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $221,422 | 975 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $205,881 | 975 | Shares | Sole | 2020-10-14 | |
| 2020-03-31 | $248,988 | 1,840 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||