Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,874,869
+$835,056 QoQ
Shares Held
5,433
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#646
of 2,094 holders
Holding Since
Mar 2021
7 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, 2026WealthShield Partners, LLC holds $16,849,667 across 4 Specialty Industrial Machinery names. CMI ranks #2 (23.0% of the industry book) .
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,874,869 | 5,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,039,813 | 5,650 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,911,096 | 5,703 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,309,519 | 5,468 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,484,885 | 4,534 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,266,611 | 4,041 | Shares | Sole | 2025-05-09 | |
| 2021-03-31 | $20,469 | 79 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||