Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$37,800
+$7,671 QoQ
Shares Held
53
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,957
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, 2026Activest Wealth Management holds $887,866 across 26 Specialty Industrial Machinery names. CMI ranks #4 (4.3% of the industry book) .
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,800 | 53 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,129 | 56 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $26,032 | 51 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,378 | 8 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,965 | 6 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,641 | 18 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $348 | 1 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||