Position in CMI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$212,536
New position
Shares Held
298
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,805
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FAMILY WEALTH PARTNERS, LLC holds $521,524 across 2 Specialty Industrial Machinery names. CMI ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
263 | $308,988 | |
| 2 | CMI |
Cummins Inc
This page
|
298 | $212,536 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,536 | 298 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||