Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$568,428
-$1,336,162 QoQ
Shares Held
797
-77.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,313
of 2,094 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $2,182,837 across 4 Specialty Industrial Machinery names. CMI ranks #2 (26.0% of the industry book) .
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,428 | 797 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,904,590 | 3,540 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,473,669 | 2,887 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $445,177 | 1,054 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $376,952 | 1,151 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $388,665 | 1,240 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $430,869 | 1,236 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $411,213 | 1,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $409,855 | 1,480 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $469,671 | 1,594 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $405,831 | 1,694 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $386,096 | 1,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $835,014 | 3,406 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $408,962 | 1,712 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $394,448 | 1,628 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||