Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$203,977
+$135,088 QoQ
Shares Held
286
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,822
of 2,094 holders
Holding Since
Mar 2023
3 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, 2026WealthPLAN Partners, LLC holds $3,425,905 across 6 Specialty Industrial Machinery names. CMI ranks #6 (6.0% of the industry book) .
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,977 | 286 | Shares | Other | 2026-07-28 | |
| 2023-06-30 | $68,889 | 281 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $67,124 | 281 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||