Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$283,144
+$259,882 QoQ
Shares Held
397
+372.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,658
of 2,102 holders
Holding Since
Sep 2021
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, 2026IBEX WEALTH ADVISORS holds $2,637,459 across 3 Specialty Industrial Machinery names. CMI ranks #2 (10.7% 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 | $283,144 | 397 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $23,262 | 84 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $18,863 | 84 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||