Position in CMI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$7,532
-$529,312 QoQ
Shares Held
14
-99.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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, 2026True Link Financial Advisors, LLC holds $675,544 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
575 | $675,544 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,532 | 14 | Shares | Sole | 2026-04-29 | |
| 2024-12-31 | $536,844 | 1,540 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $498,312 | 1,539 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $426,195 | 1,539 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $453,466 | 1,539 | Shares | Sole | 2024-04-19 | |
| 2021-03-31 | $842,107 | 3,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $773,048 | 3,404 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||