Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$340,201
+$117,461 QoQ
Shares Held
477
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,552
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, 2026Flatrock Wealth Partners LLC holds $1,167,613 across 3 Specialty Industrial Machinery names. CMI ranks #2 (29.1% 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 | $340,201 | 477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,740 | 414 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $205,711 | 403 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||