Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,992
+$909 QoQ
Shares Held
7
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,052
of 2,094 holders
Holding Since
Dec 2025
2 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, 2026Lloyd Advisory Services, LLC. holds $55,918 across 7 Specialty Industrial Machinery names. CMI ranks #4 (8.9% of the industry book) .
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,992 | 7 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $4,083 | 8 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||