Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$146,208
-$174,989 QoQ
Shares Held
205
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,856
of 2,094 holders
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 Jun 30, 2026Swisher Financial Concepts, Inc. holds $1,868,565 across 3 Specialty Industrial Machinery names. CMI ranks #3 (7.8% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,208 | 205 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $321,197 | 597 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $304,738 | 597 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $251,732 | 596 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $236,127 | 721 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $225,990 | 721 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $253,527 | 783 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $216,559 | 782 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $230,416 | 782 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $220,643 | 921 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||