Position in CMI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$497,668
+$28,565 QoQ
Shares Held
925
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sovereign Financial Group, Inc. holds $2,103,218 across 5 Specialty Industrial Machinery names. CMI ranks #2 (23.7% of the industry book) .
All Filings in CMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,668 | 925 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $469,103 | 919 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $381,822 | 904 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $297,370 | 908 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $286,484 | 914 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $318,271 | 913 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $296,267 | 915 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $253,390 | 915 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $270,783 | 919 | Shares | Sole | 2024-04-15 | |
| 2023-06-30 | $239,276 | 976 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $233,146 | 976 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $236,475 | 976 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||