Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$27,101
+$6,657 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,983
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026Carolina Wealth Advisors, LLC holds $2,446,385 across 4 Specialty Industrial Machinery names. CMI ranks #2 (1.1% of the industry book) .
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,101 | 38 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $20,444 | 38 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $15,313 | 30 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,671 | 30 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,825 | 30 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,403 | 30 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,458 | 30 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,713 | 30 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,307 | 30 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,839 | 30 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,187 | 30 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,853 | 30 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $7,354 | 30 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,166 | 30 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,268 | 30 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,105 | 30 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,805 | 30 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,153 | 30 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,544 | 30 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,736 | 30 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,314 | 30 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,773 | 30 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $6,813 | 30 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,334 | 30 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,197 | 30 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,059 | 30 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||