Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$106,981
+$26,278 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,889
of 2,102 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $467,644 across 7 Specialty Industrial Machinery names. CMI ranks #2 (22.9% of the industry book) .
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,981 | 150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $80,703 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $76,567 | 150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $63,355 | 150 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $49,125 | 150 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $47,016 | 150 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||