Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$574,134
-$125,830 QoQ
Shares Held
805
-38.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,307
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $3,559,372 across 4 Specialty Industrial Machinery names. CMI ranks #3 (16.1% of the industry book) .
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,134 | 805 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $699,964 | 1,301 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $664,095 | 1,301 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $571,466 | 1,353 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $557,077 | 1,701 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $469,219 | 1,497 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $509,653 | 1,462 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||