Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$368,729
+$65,824 QoQ
Shares Held
517
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,511
of 2,094 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OneAscent Family Office, LLC holds $2,209,193 across 5 Specialty Industrial Machinery names. CMI ranks #4 (16.7% of the industry book) .
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,729 | 517 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $302,905 | 563 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $579,871 | 1,136 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $437,575 | 1,036 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $345,185 | 1,054 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $650,074 | 2,074 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||