Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$680,402
+$166,055 QoQ
Shares Held
954
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,232
of 2,102 holders
Holding Since
Sep 2022
16 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $2,273,981 across 4 Specialty Industrial Machinery names. CMI ranks #1 (29.9% of the industry book) .
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,402 | 954 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $514,347 | 956 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $487,990 | 956 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $399,139 | 945 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $343,875 | 1,050 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $341,649 | 1,090 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $393,918 | 1,130 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $416,070 | 1,285 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $356,962 | 1,289 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $387,170 | 1,314 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $331,564 | 1,384 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $321,900 | 1,409 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $366,759 | 1,496 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $379,341 | 1,588 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $388,390 | 1,603 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $303,433 | 1,491 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||