Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$319,518
+$79,024 QoQ
Shares Held
448
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,585
of 2,094 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,723,962 across 4 Specialty Industrial Machinery names. CMI ranks #3 (18.5% of the industry book) .
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,518 | 448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $240,494 | 447 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $225,618 | 442 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||