Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$852,999
+$114,836 QoQ
Shares Held
1,196
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,136
of 2,094 holders
Holding Since
Jun 2020
22 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, 2026Keebeck Wealth Management holds $11,936,577 across 6 Specialty Industrial Machinery names. CMI ranks #3 (7.1% of the industry book) .
All Filings in CMI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,999 | 1,196 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $738,163 | 1,372 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $492,584 | 965 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $321,001 | 760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,400 | 960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $300,902 | 960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,656 | 960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $310,838 | 960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $265,852 | 960 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,864 | 960 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $239,570 | 1,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,321 | 960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,353 | 960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $230,041 | 963 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $233,325 | 963 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $207,669 | 952 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,781 | 952 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $232,107 | 952 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $246,672 | 952 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $216,199 | 952 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $201,024 | 952 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $164,943 | 952 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||