Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$722,481
+$204,368 QoQ
Shares Held
1,013
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,204
of 2,094 holders
Holding Since
Dec 2020
22 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, 2026Live Oak Private Wealth LLC holds $2,628,320 across 5 Specialty Industrial Machinery names. CMI ranks #1 (27.5% of the industry book) .
All Filings in CMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,481 | 1,013 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $518,113 | 963 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $491,563 | 963 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $406,742 | 963 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $315,382 | 963 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $301,842 | 963 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $339,885 | 975 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $332,208 | 1,026 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $280,253 | 1,012 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $298,185 | 1,012 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $242,444 | 1,012 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $231,201 | 1,012 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $248,101 | 1,012 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $241,746 | 1,012 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $245,197 | 1,012 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $205,952 | 1,012 | Shares | Sole | 2022-10-25 | |
| 2022-03-31 | $211,468 | 1,031 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $222,284 | 1,019 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $228,826 | 1,019 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $248,442 | 1,019 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $259,110 | 1,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $227,100 | 1,000 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||