Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$319,518
+$69,339 QoQ
Shares Held
448
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,587
of 2,094 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealth Architects, LLC holds $1,680,638 across 4 Specialty Industrial Machinery names. CMI ranks #3 (19.0% of the industry book) .
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,518 | 448 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $250,179 | 465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $243,995 | 478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $205,694 | 487 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||