Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$319,518
+$78,486 QoQ
Shares Held
448
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,586
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, 2026Helium Advisors LLC holds $319,518 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
448 | $319,518 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,518 | 448 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,032 | 448 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $228,681 | 448 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||