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Disclosery

Stone Summit Wealth LLC: CMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stone Summit Wealth LLC on CMI, newest first. How the timeline and the estimate are built.

Stone Summit Wealth LLC held 7,949 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,949 shares
    Change vs previous 13F -530 shares

    1.44% of the 13F portfolio, value $5,669,306.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,479 shares
    Change vs previous 13F -832 shares

    1.27% of the 13F portfolio, value $4,561,872.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,311 shares
    Change vs previous 13F -455 shares

    1.29% of the 13F portfolio, value $4,752,800.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,766 shares
    Change vs previous 13F -110 shares

    1.17% of the 13F portfolio, value $4,124,865.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,876 shares
    Change vs previous 13F +207 shares

    1% of the 13F portfolio, value $3,234,390.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,669 shares
    Change vs previous 13F +230 shares

    1.03% of the 13F portfolio, value $3,030,651.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,439 shares
    Change vs previous 13F -234 shares

    1.1% of the 13F portfolio, value $3,290,435.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,673 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,132,021.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).