Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CMI holding history

Cummins Inc in every 13F filed by Level Four Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overview All 13F holders of CMI Full Q2 2026 holdings

Shares (Q2 2026): 20,883
Value: $14.9M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CMI by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,883	$14.9M	0.4%	+226+1.1%	Added	Holders
Q1 2026	20,657	$11.1M	0.4%	−1,244−5.7%	Reduced	Holders
Q4 2025	21,901	$11.2M	0.4%	−36−0.2%	Reduced	Holders
Q3 2025	21,937	$9.27M	0.3%	+351+1.6%	Added	Holders
Q2 2025	21,586	$7.07M	0.3%	+148+0.7%	Added	Holders
Q1 2025	21,438	$6.72M	0.3%	+734+3.5%	Added	Holders
Q4 2024	20,704	$7.22M	0.3%	+364+1.8%	Added	Holders
Q3 2024	20,340	$6.69M	0.3%	−3,385−14.3%	Reduced	Holders
Q2 2024	23,725	$6.57M	0.3%	+17,720+295.1%	Added	Holders
Q1 2024	6,005	$1.44M	0.1%	+94+1.6%	Added	Holders
Q4 2023	5,911	$1.42M	0.1%	−1,125−16.0%	Reduced	Holders
Q3 2023	7,036	$1.61M	0.1%	−1,841−20.7%	Reduced	Holders
Q2 2023	8,877	$2.18M	0.1%	−243−2.7%	Reduced	Holders
Q1 2023	9,120	$2.18M	0.1%	+455+5.3%	Added	Holders
Q4 2022	8,665	$2.10M	0.2%	−1,581−15.4%	Reduced	Holders
Q3 2022	10,246	$2.08M	0.2%	+118+1.2%	Added	Holders
Q2 2022	10,128	$1.96M	0.2%	+845+9.1%	Added	Holders
Q1 2022	9,283	$1.90M	0.1%	+910+10.9%	Added	Holders
Q4 2021	8,373	$1.83M	0.1%	+2,387+39.9%	Added	Holders
Q3 2021	5,986	$1.34M	0.1%	−294−4.7%	Reduced	Holders
Q2 2021	6,280	$1.53M	0.1%	+612+10.8%	Added	Holders
Q1 2021	5,668	$1.47M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.