Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,481,337
+$15,771 QoQ
Shares Held
2,077
-23.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#924
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Gateway Wealth Partners, LLC holds $5,200,465 across 4 Specialty Industrial Machinery names. CMI ranks #2 (28.5% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481,337 | 2,077 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,465,566 | 2,724 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $346,085 | 678 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $217,520 | 515 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||