Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$592,677
+$91,781 QoQ
Shares Held
831
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,290
of 2,094 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,758,916 across 6 Specialty Industrial Machinery names. CMI ranks #5 (5.5% of the industry book) .
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,677 | 831 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $500,896 | 931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $500,751 | 981 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $405,897 | 961 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $314,400 | 960 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $337,574 | 1,077 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $355,920 | 1,021 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $331,237 | 1,023 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $281,637 | 1,017 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $299,364 | 1,016 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $237,174 | 990 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $225,946 | 989 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $241,727 | 986 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $227,891 | 954 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $239,867 | 990 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||