Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$672,557
+$165,205 QoQ
Shares Held
943
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,233
of 2,094 holders
Holding Since
Dec 2023
11 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, 2026Thrive Wealth Management, LLC holds $3,015,085 across 7 Specialty Industrial Machinery names. CMI ranks #1 (22.3% of the industry book) .
All Filings in CMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,557 | 943 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $507,352 | 943 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $616,113 | 1,207 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $513,179 | 1,215 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $482,080 | 1,472 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $515,608 | 1,645 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $532,312 | 1,527 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $532,634 | 1,645 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $464,134 | 1,676 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $493,833 | 1,676 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $451,110 | 1,883 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||