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, 2026Wealth Dimensions Group, Ltd. holds $3,161,483 across 4 Specialty Industrial Machinery names. CMI ranks #3 (10.1% of the industry book) .
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,804 | 447 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $239,956 | 446 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $227,660 | 446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $293,547 | 695 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $227,285 | 694 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $216,900 | 692 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $240,882 | 691 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||