Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$413,661
+$101,610 QoQ
Shares Held
580
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,461
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $3,098,411 across 3 Specialty Industrial Machinery names. CMI ranks #3 (13.4% 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 | $413,661 | 580 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $312,051 | 580 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $296,061 | 580 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $240,750 | 570 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||