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Wealth Dimensions Group, Ltd.

Position in CMI — Cummins Inc

CIK 1846462 CINCINNATI, OH

Position in CMI

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$318,804
+$78,848 QoQ
Shares Held
447
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,588
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026

Wealth Dimensions Group, Ltd. holds $3,161,483 across 4 Specialty Industrial Machinery names. CMI ranks #3 (10.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CMI
Cummins Inc
This page
447 $318,804

All Filings in CMI

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $318,804 447
2026-03-31 $239,956 446
2025-12-31 $227,660 446
2025-09-30 $293,547 695
2025-06-30 $227,285 694
2025-03-31 $216,900 692
2024-12-31 $240,882 691