Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,454,235
+$419,623 QoQ
Shares Held
2,039
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#934
of 2,094 holders
Holding Since
Dec 2023
11 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $5,678,253 across 4 Specialty Industrial Machinery names. CMI ranks #3 (25.6% of the industry book) .
All Filings in CMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,235 | 2,039 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,034,612 | 1,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $962,198 | 1,885 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $796,167 | 1,885 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $697,575 | 2,130 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,674,083 | 5,341 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,629,705 | 4,675 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,469,682 | 4,539 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,142,059 | 4,124 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,149,429 | 3,901 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $832,505 | 3,475 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||