Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$320,944
-$6,172 QoQ
Shares Held
450
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,582
of 2,094 holders
Holding Since
Mar 2021
8 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, 2026Total Clarity Wealth Management, Inc. holds $1,339,150 across 3 Specialty Industrial Machinery names. CMI ranks #2 (24.0% of the industry book) .
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,944 | 450 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $327,116 | 608 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $308,822 | 605 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $251,310 | 595 | Shares | Sole | 2025-11-12 | |
| 2022-06-30 | $92,894 | 480 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $104,707 | 480 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $107,788 | 480 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $103,644 | 400 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||