Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$447,895
+$110,019 QoQ
Shares Held
628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,418
of 2,094 holders
Holding Since
Sep 2024
7 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, 2026LMG Wealth Partners, LLC holds $11,228,298 across 4 Specialty Industrial Machinery names. CMI ranks #3 (4.0% of the industry book) .
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,895 | 628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $337,876 | 628 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $320,562 | 628 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $265,248 | 628 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,670 | 628 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $218,920 | 628 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $203,340 | 628 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||