Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,408,589
+$323,941 QoQ
Shares Held
1,975
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#950
of 2,094 holders
Holding Since
Mar 2023
14 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, 2026Legacy Capital Group California, Inc. holds $4,589,142 across 4 Specialty Industrial Machinery names. CMI ranks #2 (30.7% of the industry book) .
All Filings in CMI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,589 | 1,975 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,084,648 | 2,016 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,373,110 | 2,690 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,139,976 | 2,699 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $880,320 | 2,688 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $867,288 | 2,767 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $974,685 | 2,796 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $911,468 | 2,815 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $827,743 | 2,989 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $871,869 | 2,959 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $730,448 | 3,049 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $697,716 | 3,054 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $747,492 | 3,049 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $708,518 | 2,966 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||