Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,467,072
+$211,334 QoQ
Shares Held
2,057
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#929
of 2,094 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $5,439,007 across 5 Specialty Industrial Machinery names. CMI ranks #2 (27.0% of the industry book) .
All Filings in CMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,072 | 2,057 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,255,738 | 2,334 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,283,271 | 2,514 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,425,921 | 3,376 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,196,357 | 3,653 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,104,876 | 3,525 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,139,922 | 3,270 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,025,119 | 3,166 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $824,143 | 2,976 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $835,627 | 2,836 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $667,202 | 2,785 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $609,531 | 2,668 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $622,461 | 2,539 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $544,168 | 2,278 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $498,148 | 2,056 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $415,363 | 2,041 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $375,061 | 1,938 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $272,180 | 1,327 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $212,468 | 974 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||