Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$613,360
+$157,658 QoQ
Shares Held
860
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,276
of 2,094 holders
Holding Since
Mar 2024
10 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, 2026Wescott Financial Advisory Group, LLC holds $3,363,721 across 4 Specialty Industrial Machinery names. CMI ranks #3 (18.2% of the industry book) .
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,360 | 860 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $455,702 | 847 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $431,330 | 845 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $352,256 | 834 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $271,825 | 830 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $260,468 | 831 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $293,172 | 841 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $263,888 | 815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,621 | 840 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $247,211 | 839 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||