Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$678,975
+$166,780 QoQ
Shares Held
952
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,231
of 2,094 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $1,875,810 across 4 Specialty Industrial Machinery names. CMI ranks #1 (36.2% of the industry book) .
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,975 | 952 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $512,195 | 952 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $485,948 | 952 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $402,096 | 952 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $311,780 | 952 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $299,021 | 954 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $349,994 | 1,004 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $325,085 | 1,004 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $277,206 | 1,001 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $294,944 | 1,001 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $239,809 | 1,001 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $228,688 | 1,001 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $269,921 | 1,101 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $263,006 | 1,101 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $266,761 | 1,101 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $223,861 | 1,100 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $212,883 | 1,100 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $225,621 | 1,100 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||