Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$271,019
+$69,262 QoQ
Shares Held
380
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,675
of 2,094 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TCI Wealth Advisors, Inc. holds $3,761,712 across 6 Specialty Industrial Machinery names. CMI ranks #4 (7.2% of the industry book) .
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,019 | 380 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $201,757 | 375 | Shares | Sole | 2026-04-27 | |
| 2023-03-31 | $89,818 | 376 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $91,101 | 376 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $76,112 | 374 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $71,412 | 369 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $75,480 | 368 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $90,309 | 414 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $98,581 | 439 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $105,325 | 432 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $107,530 | 415 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $83,572 | 368 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $77,706 | 368 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $11,781 | 68 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $9,201 | 68 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||