Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,101
+$140,398 QoQ
Shares Held
303
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,801
of 2,102 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lee Financial Co holds $1,998,515 across 3 Specialty Industrial Machinery names. CMI ranks #3 (10.8% of the industry book) .
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,101 | 303 | Shares | Sole | 2026-07-22 | |
| 2023-12-31 | $75,703 | 316 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $72,192 | 316 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $77,470 | 316 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $75,485 | 316 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $77,532 | 320 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $65,122 | 320 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,998 | 31 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $218 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||