Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$59,193
-$1,192,239 QoQ
Shares Held
83
-96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,922
of 2,094 holders
Holding Since
Jun 2024
9 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, 2026Ascentis Independent Advisors holds $172,630 across 7 Specialty Industrial Machinery names. CMI ranks #2 (34.3% of the industry book) .
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,193 | 83 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,251,432 | 2,326 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,204,662 | 2,360 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $908,517 | 2,151 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $686,440 | 2,096 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $619,357 | 1,976 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $640,726 | 1,838 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $512,848 | 1,584 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $222,651 | 804 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||