Cummins shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Cummins
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Quarterly reported holdings in Cummins by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 952 | 422.37 |
| 2025-06-30 | $312k | 952 | 327.50 |
| 2025-03-31 | $299k | 954 | 313.44 |
| 2024-12-31 | $350k | 1.0k | 348.60 |
| 2024-09-30 | $325k | 1.0k | 323.79 |
| 2024-06-30 | $277k | 1.0k | 276.93 |
| 2024-03-31 | $295k | 1.0k | 294.65 |
| 2023-12-31 | $240k | 1.0k | 239.57 |
| 2023-09-30 | $229k | 1.0k | 228.46 |
| 2023-06-30 | $270k | 1.1k | 245.16 |
| 2023-03-31 | $263k | 1.1k | 238.88 |
| 2022-12-31 | $267k | 1.1k | 242.29 |
| 2022-09-30 | $224k | 1.1k | 203.64 |
| 2022-06-30 | $213k | 1.1k | 193.64 |
| 2022-03-31 | $226k | 1.1k | 205.45 |