Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,551,865
-$619,224 QoQ
Shares Held
3,578
-39.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#770
of 2,094 holders
Holding Since
Dec 2023
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, 2026Invera Wealth Advisors, LLC holds $6,470,715 across 4 Specialty Industrial Machinery names. CMI ranks #1 (39.4% 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 | $2,551,865 | 3,578 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,171,089 | 5,894 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,115,786 | 6,104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,730,199 | 6,464 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,154,295 | 6,578 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $2,089,077 | 6,665 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $1,759,641 | 7,345 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||