Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,992
-$14,376 QoQ
Shares Held
7
-80.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,054
of 2,094 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $224,772 across 12 Specialty Industrial Machinery names. CMI ranks #7 (2.2% of the industry book) .
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,992 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,368 | 36 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $13,100 | 40 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,880 | 6 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,595 | 39 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||