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Disclosery

XML Financial, LLC: CMI position timeline

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

XML Financial, LLC held 5,938 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,938 shares
    Change vs previous 13F -415 shares

    0.31% of the 13F portfolio, value $4,235,041.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 6,353 shares
    Change vs previous 13F -265 shares

    0.28% of the 13F portfolio, value $3,418,041.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 6,618 shares
    Change vs previous 13F -1,760 shares

    0.28% of the 13F portfolio, value $3,378,158.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 8,378 shares
    Change vs previous 13F -600 shares

    0.29% of the 13F portfolio, value $3,538,616.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 8,978 shares
    Change vs previous 13F -355 shares

    0.26% of the 13F portfolio, value $2,940,295.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 9,333 shares
    Change vs previous 13F -380 shares

    0.27% of the 13F portfolio, value $2,925,336.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 9,713 shares
    Change vs previous 13F -650 shares

    0.31% of the 13F portfolio, value $3,385,952.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 10,363 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,355,436.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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