Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,869,243
+$2,011,640 QoQ
Shares Held
4,023
+152.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#731
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, 2026Dynasty Wealth Management, LLC holds $4,794,937 across 4 Specialty Industrial Machinery names. CMI ranks #1 (59.8% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,869,243 | 4,023 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $857,603 | 1,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $704,931 | 1,381 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $287,633 | 681 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||