Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$286,710
+$83,339 QoQ
Shares Held
402
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,636
of 2,094 holders
Holding Since
Dec 2021
17 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, 2026Forum Financial Management, LP holds $2,714,029 across 3 Specialty Industrial Machinery names. CMI ranks #3 (10.6% of the industry book) .
All Filings in CMI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,710 | 402 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $203,371 | 378 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $991,804 | 1,943 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $819,397 | 1,940 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $557,405 | 1,702 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $503,384 | 1,606 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $563,337 | 1,616 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $375,920 | 1,161 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $331,485 | 1,197 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $340,320 | 1,155 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $275,984 | 1,152 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $328,982 | 1,440 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $319,198 | 1,302 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $265,156 | 1,110 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $268,699 | 1,109 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $268,488 | 1,309 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $317,175 | 1,454 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||