Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,193,987
+$1,380,324 QoQ
Shares Held
25,510
-18.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
6.16%
of 13F equity value
Holder Rank
#300
of 2,094 holders
Holding Since
Sep 2022
16 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, 2026Summit Financial Wealth Advisors, LLC holds $29,275,571 across 3 Specialty Industrial Machinery names. CMI ranks #1 (62.1% of the industry book) .
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,193,987 | 25,510 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,813,663 | 31,251 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $16,010,774 | 31,366 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,814,455 | 32,707 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $10,754,117 | 32,837 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $10,667,303 | 34,033 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,948,962 | 34,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,070,056 | 34,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,490,114 | 34,269 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,371,385 | 35,199 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,355,003 | 34,875 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,993,815 | 34,990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,323,434 | 38,030 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $9,182,547 | 38,440 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $9,211,138 | 38,017 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $7,755,562 | 38,109 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||