Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$843,014
-$171,691 QoQ
Shares Held
1,182
-37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,140
of 2,094 holders
Holding Since
Dec 2023
10 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $6,167,995 across 6 Specialty Industrial Machinery names. CMI ranks #2 (13.7% of the industry book) .
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,014 | 1,182 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,014,705 | 1,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,313,387 | 2,573 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,210,090 | 2,865 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,004,115 | 3,066 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $963,828 | 3,075 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $909,849 | 2,810 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $264,191 | 954 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $281,096 | 954 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $228,549 | 954 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||