Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,724,303
+$1,079,218 QoQ
Shares Held
6,624
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#587
of 2,094 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $9,549,678 across 3 Specialty Industrial Machinery names. CMI ranks #1 (49.5% of the industry book) .
All Filings in CMI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,724,303 | 6,624 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,645,085 | 6,775 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,683,917 | 7,217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,123,848 | 7,396 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,409,090 | 7,356 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $2,269,932 | 7,242 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,707,227 | 7,766 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,820 | 2,531,869 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,219,506 | 8,015 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $2,411,710 | 8,185 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,978,369 | 8,258 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $1,867,811 | 8,176 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $1,914,786 | 8,016 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $1,812,020 | 7,479 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||