Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,226
+$9,635 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,952
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $4,035,691 across 7 Specialty Industrial Machinery names. CMI ranks #5 (1.0% 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 | $39,226 | 55 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,591 | 55 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,074 | 55 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||