Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$228,940
+$56,236 QoQ
Shares Held
321
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,772
of 2,102 holders
Holding Since
Dec 2023
8 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, 2026BARLOW WEALTH PARTNERS, LLC holds $1,970,586 across 3 Specialty Industrial Machinery names. CMI ranks #3 (11.6% of the industry book) .
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,940 | 321 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $172,704 | 321 | Shares | Sole | 2026-04-21 | |
| 2025-03-31 | $13,264,780 | 42,320 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,533,400 | 47,428 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,980,468 | 46,266 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $15,726,023 | 56,787 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,575,662 | 66,437 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $15,514,313 | 64,759 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||