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Cove Private Wealth, LLC

SEC CIK
0002015131
Latest filing
Jul 31, 2026

CMI holding history

Cummins Inc in every 13F filed by Cove Private Wealth, LLC, 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)
1,355
Value
$966.4K
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of CMI by Cove Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,355$966.4K0.2%00.0%UnchangedHolders
Q1 20261,355$729.0K0.2%+34+2.6%AddedHolders
Q4 20251,321$674.3K0.2%+257+24.2%AddedHolders
Q3 20251,064$449.4K0.1%00.0%UnchangedHolders
Q2 20251,064$348.5K0.1%+1,064NewHolders