Position in CMI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$371,771
+$19,051 QoQ
Shares Held
691
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $1,989,556 across 3 Specialty Industrial Machinery names. CMI ranks #3 (18.7% of the industry book) .
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,771 | 691 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $352,720 | 691 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $276,652 | 655 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $214,512 | 655 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $205,303 | 655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,333 | 655 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $212,082 | 655 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $192,995 | 655 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||