Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$253,189
+$23,261 QoQ
Shares Held
355
-68.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,709
of 2,094 holders
Holding Since
Dec 2020
7 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, 2026Mattern Wealth Management LLC holds $2,922,606 across 6 Specialty Industrial Machinery names. CMI ranks #5 (8.7% of the industry book) .
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,189 | 355 | Shares | Sole | 2026-07-23 | |
| 2022-03-31 | $229,928 | 1,121 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $244,534 | 1,121 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $251,731 | 1,121 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $270,629 | 1,110 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $287,612 | 1,110 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $221,422 | 975 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||