Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$719,628
+$176,766 QoQ
Shares Held
1,009
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,206
of 2,094 holders
Holding Since
Dec 2020
23 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, 2026Waterfront Wealth Inc. holds $3,125,742 across 3 Specialty Industrial Machinery names. CMI ranks #2 (23.0% of the industry book) .
All Filings in CMI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,628 | 1,009 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $542,862 | 1,009 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $515,044 | 1,009 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $425,748 | 1,008 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $325,535 | 994 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $311,559 | 994 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $346,508 | 994 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $338,036 | 1,044 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $289,114 | 1,044 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $307,614 | 1,044 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $250,111 | 1,044 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $238,512 | 1,044 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $255,947 | 1,044 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $249,151 | 1,043 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $252,708 | 1,043 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $212,260 | 1,043 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $201,851 | 1,043 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $231,364 | 1,128 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $246,061 | 1,128 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $253,528 | 1,129 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $275,261 | 1,129 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $377,523 | 1,457 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $330,884 | 1,457 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||