Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$313,812
+$77,084 QoQ
Shares Held
440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,595
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Compass Wealth Management, LLC/GA holds $1,855,786 across 3 Specialty Industrial Machinery names. CMI ranks #2 (16.9% of the industry book) .
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,812 | 440 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $236,728 | 440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $224,598 | 440 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||