Position in CMI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$642,933
+$5,381 QoQ
Shares Held
1,195
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $17,127,035 across 4 Specialty Industrial Machinery names. CMI ranks #3 (3.8% of the industry book) .
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,933 | 1,195 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $637,552 | 1,249 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $508,955 | 1,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $421,820 | 1,288 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $364,217 | 1,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $447,951 | 1,285 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $374,625 | 1,157 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $319,577 | 1,154 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $362,124 | 1,229 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $269,037 | 1,123 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||