Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$358,031
-$13,202 QoQ
Shares Held
502
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,531
of 2,102 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $971,464 across 3 Specialty Industrial Machinery names. CMI ranks #2 (36.9% of the industry book) .
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,031 | 502 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $371,233 | 690 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $368,544 | 722 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $288,055 | 682 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||