Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$871,542
+$214,082 QoQ
Shares Held
1,222
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,122
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, 2026Kapstone Financial Advisors LLC holds $1,117,486 across 3 Specialty Industrial Machinery names. CMI ranks #1 (78.0% of the industry book) .
All Filings in CMI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,542 | 1,222 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $657,460 | 1,222 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $623,769 | 1,222 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $516,136 | 1,222 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $400,205 | 1,222 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $383,023 | 1,222 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $425,989 | 1,222 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $395,671 | 1,222 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $338,408 | 1,222 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $360,062 | 1,222 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $292,754 | 1,222 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $279,178 | 1,222 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $299,585 | 1,222 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $291,911 | 1,222 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $356,650 | 1,472 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||