Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$271,019
+$47,741 QoQ
Shares Held
380
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,677
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026LightSquare Wealth Management, LLC holds $1,133,059 across 2 Specialty Industrial Machinery names. CMI ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,023 | $862,040 | |
| 2 | CMI |
Cummins Inc
This page
|
380 | $271,019 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,019 | 380 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $223,278 | 415 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||