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Livermore
Livermore
ZHEN

Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

CMI holding history

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

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
3,490
Value
$2.49M
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of CMI by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,490$2.49M0.2%+476+15.8%AddedHolders
Q1 20263,014$1.62M0.2%+101+3.5%AddedHolders
Q4 20252,913$1.49M0.1%+111+4.0%AddedHolders
Q3 20252,802$1.18M0.1%−23−0.8%ReducedHolders
Q2 20252,825$925.3K0.1%+1,157+69.4%AddedHolders
Q1 20251,668$522.7K0.1%+95+6.0%AddedHolders
Q4 20241,573$548.4K0.1%+11+0.7%AddedHolders
Q3 20241,562$505.9K0.1%+8+0.5%AddedHolders
Q2 20241,554$430.4K0.1%00.0%UnchangedHolders
Q1 20241,554$458.0K0.1%+7+0.5%AddedHolders
Q4 20231,547$370.6K0.1%+8+0.5%AddedHolders
Q3 20231,539$351.6K0.1%−102−6.2%ReducedHolders
Q2 20231,641$402.3K0.1%−28−1.7%ReducedHolders
Q1 20231,669$398.6K0.1%−36−2.1%ReducedHolders
Q4 20221,705$412.9K0.1%−14−0.8%ReducedHolders
Q3 20221,719$350.0K0.1%+42+2.5%AddedHolders
Q2 20221,677$325.0K0.1%+1,677NewHolders