Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$574,847
+$203,614 QoQ
Shares Held
806
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,305
of 2,094 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 37%
Shared 63%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $2,410,755 across 4 Specialty Industrial Machinery names. CMI ranks #2 (23.8% of the industry book) .
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,847 | 806 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $371,233 | 690 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $291,466 | 571 | Shares | Defined | 2026-02-13 | |
| 2022-12-31 | $2,829,220 | 11,677 | Shares | Defined | 2023-02-13 | |
| 2021-03-31 | $5,012,741 | 19,346 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||