Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$663,998
+$226,588 QoQ
Shares Held
931
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,239
of 2,094 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,577,316 across 5 Specialty Industrial Machinery names. CMI ranks #2 (25.8% 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 | $663,998 | 931 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $437,410 | 813 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $406,828 | 797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,188 | 822 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $201,740 | 616 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||