Position in CMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$89,864
+$22,074 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,891
of 2,094 holders
Holding Since
Sep 2022
16 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, 2026West Financial Advisors, LLC holds $142,200 across 3 Specialty Industrial Machinery names. CMI ranks #1 (63.2% of the industry book) .
All Filings in CMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,864 | 126 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $67,790 | 126 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $64,316 | 126 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $53,218 | 126 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $41,265 | 126 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $39,493 | 126 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $43,923 | 126 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $40,797 | 126 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $34,893 | 126 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $37,125 | 126 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $30,185 | 126 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $28,785 | 126 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $30,890 | 126 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $30,098 | 126 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $30,528 | 126 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $25,642 | 126 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||