Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$471,431
+$115,800 QoQ
Shares Held
661
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,398
of 2,102 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Alpha Family Trust holds $2,026,705 across 5 Specialty Industrial Machinery names. CMI ranks #2 (23.3% of the industry book) .
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,431 | 661 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $355,631 | 661 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $337,407 | 661 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $279,186 | 661 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $216,477 | 661 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $207,183 | 661 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $230,424 | 661 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $214,025 | 661 | Shares | Defined | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||