Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,427
+$93,201 QoQ
Shares Held
532
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,491
of 2,094 holders
Holding Since
Dec 2022
15 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, 2026BALLAST ADVISORS LLC holds $2,579,302 across 4 Specialty Industrial Machinery names. CMI ranks #3 (14.7% of the industry book) .
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,427 | 532 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $286,226 | 532 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $297,081 | 582 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $245,819 | 582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $215,822 | 659 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $233,199 | 744 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $372,653 | 1,069 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $427,079 | 1,319 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $431,180 | 1,557 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $458,770 | 1,557 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $462,130 | 1,929 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $607,475 | 2,659 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $210,102 | 857 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $220,247 | 922 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $223,391 | 922 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||