Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$705,364
+$200,702 QoQ
Shares Held
989
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,213
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Everest Financial Group LLC holds $9,627,242 across 3 Specialty Industrial Machinery names. CMI ranks #3 (7.3% of the industry book) .
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,364 | 989 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $504,662 | 938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $464,509 | 910 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||