Position in CMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,165,305
+$539,409 QoQ
Shares Held
3,036
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#813
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, 2026Wealth Intelligence, LLC holds $8,041,276 across 3 Specialty Industrial Machinery names. CMI ranks #2 (26.9% 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 | $2,165,305 | 3,036 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,625,896 | 3,022 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,877,435 | 3,678 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||