Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$882,953
+$131,340 QoQ
Shares Held
1,238
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,114
of 2,094 holders
Holding Since
Jun 2025
5 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, 2026Family Legacy Financial Solutions, LLC holds $3,122,824 across 3 Specialty Industrial Machinery names. CMI ranks #2 (28.3% 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 | $882,953 | 1,238 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $751,613 | 1,397 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,118,395 | 2,191 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $953,711 | 2,258 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $716,897 | 2,189 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||