Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$639,749
+$157,146 QoQ
Shares Held
897
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,255
of 2,094 holders
Holding Since
Jun 2023
13 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, 2026Fortune Financial Advisors, LLC holds $3,005,458 across 4 Specialty Industrial Machinery names. CMI ranks #3 (21.3% of the industry book) .
All Filings in CMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,749 | 897 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $482,603 | 897 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $457,873 | 897 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $378,865 | 897 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $293,767 | 897 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $281,155 | 897 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $312,694 | 897 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $290,439 | 897 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $248,406 | 897 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $264,301 | 897 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $214,894 | 897 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $204,471 | 895 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $218,927 | 893 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||