Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,668
+$180,404 QoQ
Shares Held
308
+71.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,784
of 2,094 holders
Holding Since
Dec 2021
2 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, 2026Cornerstone Advisory, LLC holds $1,799,933 across 4 Specialty Industrial Machinery names. CMI ranks #4 (12.2% of the industry book) .
All Filings in CMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,668 | 308 | Shares | Sole | 2026-07-29 | |
| 2021-12-31 | $39,264 | 180 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||