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Disclosery

Advisor OS, LLC: CMI position timeline

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

Advisor OS, LLC held 2,065 CMI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,065 shares
    Change vs previous 13F +298 shares

    0.1% of the 13F portfolio, value $1,473,250.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 1,767 shares
    Change vs previous 13F -661 shares

    0.07% of the 13F portfolio, value $950,761.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 2,428 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $1,239,392.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 2,434 shares
    Change vs previous 13F -576 shares

    0.09% of the 13F portfolio, value $1,028,207.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 3,010 shares
    Change vs previous 13F +73 shares

    0.1% of the 13F portfolio, value $985,784.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 2,937 shares
    Change vs previous 13F +467 shares

    0.1% of the 13F portfolio, value $920,609.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 2,470 shares
    Change vs previous 13F +1,008 shares

    0.1% of the 13F portfolio, value $861,019.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 1,462 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $473,247.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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