Position in CMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$54,917
+$14,028 QoQ
Shares Held
77
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,927
of 2,094 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Olistico Wealth, LLC holds $296,420 across 7 Specialty Industrial Machinery names. CMI ranks #2 (18.5% of the industry book) .
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,917 | 77 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $40,889 | 76 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $38,794 | 76 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $24,890 | 76 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $23,508 | 75 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $26,145 | 75 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $23,960 | 74 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $20,492 | 74 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||