Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,048,893
+$1,097,854 QoQ
Shares Held
5,677
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#628
of 2,094 holders
Holding Since
Jun 2025
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, 2026Caliber Wealth Management, LLC / KS holds $12,883,424 across 4 Specialty Industrial Machinery names. CMI ranks #2 (31.4% of the industry book) .
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,048,893 | 5,677 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,951,039 | 5,485 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,750,304 | 5,388 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,925,334 | 6,926 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,263,025 | 6,910 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||