Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$324,510
+$97,466 QoQ
Shares Held
455
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,575
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Bridgewealth Advisory Group, LLC holds $858,987 across 3 Specialty Industrial Machinery names. CMI ranks #2 (37.8% of the industry book) .
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,510 | 455 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $227,044 | 422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $214,899 | 421 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||