Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$64,188
+$15,767 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,918
of 2,094 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $306,794 across 3 Specialty Industrial Machinery names. CMI ranks #3 (20.9% of the industry book) .
All Filings in CMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,188 | 90 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $48,421 | 90 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,940 | 90 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $43,926 | 104 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $75,652 | 231 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $216,273 | 690 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $240,534 | 690 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $223,415 | 690 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $191,081 | 690 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||