Position in CMI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$18,292
+$937 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Morton Brown Family Wealth, LLC holds $116,587 across 5 Specialty Industrial Machinery names. CMI ranks #4 (15.7% of the industry book) .
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,292 | 34 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,355 | 34 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,360 | 34 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,392 | 47 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,731 | 47 | Shares | Sole | 2025-04-25 | |
| 2023-12-31 | $8,145 | 34 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||