Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$301,687
+$74,105 QoQ
Shares Held
423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,614
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026WealthPoint Financial, LLC holds $910,077 across 2 Specialty Industrial Machinery names. CMI ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
622 | $608,390 | |
| 2 | CMI |
Cummins Inc
This page
|
423 | $301,687 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,687 | 423 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $227,582 | 423 | Shares | Sole | 2026-06-26 | |
| No filing history on record for this holder in this stock. | ||||||