Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$308,106
+$53,623 QoQ
Shares Held
432
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,603
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026OneAscent Wealth Management LLC holds $1,102,769 across 3 Specialty Industrial Machinery names. CMI ranks #3 (27.9% of the industry book) .
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,106 | 432 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $254,483 | 473 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $235,827 | 462 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||