Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$701,798
+$393,513 QoQ
Shares Held
984
+71.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,214
of 2,094 holders
Holding Since
Dec 2025
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, 2026Keystone Financial Group holds $2,472,686 across 4 Specialty Industrial Machinery names. CMI ranks #2 (28.4% 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 | $701,798 | 984 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $308,285 | 573 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $240,932 | 472 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||