Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,909
+$14,716 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,921
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $241,674 across 7 Specialty Industrial Machinery names. CMI ranks #2 (24.8% of the industry book) .
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,909 | 84 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $45,193 | 84 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,367 | 83 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $35,056 | 83 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,182 | 83 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,702 | 82 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $28,585 | 82 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $26,226 | 81 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,431 | 81 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,572 | 80 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,165 | 80 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $18,048 | 79 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $19,367 | 79 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,632 | 78 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $18,898 | 78 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $15,670 | 77 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $14,901 | 77 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,588 | 76 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $16,578 | 76 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,842 | 75 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $18,285 | 75 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $19,174 | 74 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,805 | 74 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,625 | 74 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $12,647 | 73 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,878 | 73 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||