Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,982,723
+$540,830 QoQ
Shares Held
2,780
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#838
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, 2026Financial Planning Hawaii, Inc. holds $4,679,219 across 5 Specialty Industrial Machinery names. CMI ranks #1 (42.4% of the industry book) .
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,723 | 2,780 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,441,893 | 2,680 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,411,394 | 2,765 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||