Cummins shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Cummins
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Quarterly reported holdings in Cummins by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.3M | 8.4k | 510.45 |
| 2025-09-30 | $2.3M | 5.4k | 422.36 |
| 2025-06-30 | $1.9M | 5.9k | 327.50 |
| 2025-03-31 | $1.8M | 5.6k | 313.47 |
| 2024-12-31 | $1.7M | 4.9k | 348.58 |
| 2024-09-30 | $1.1M | 3.5k | 323.77 |
| 2024-06-30 | $856k | 3.1k | 276.95 |
| 2024-03-31 | $893k | 3.0k | 294.63 |
| 2023-12-31 | $974k | 4.1k | 239.59 |
| 2023-09-30 | $742k | 3.2k | 228.45 |
| 2023-06-30 | $812k | 3.3k | 245.15 |
| 2023-03-31 | $793k | 3.3k | 238.86 |
| 2022-09-30 | $666k | 3.3k | 203.48 |
| 2022-06-30 | $622k | 3.2k | 193.53 |
| 2022-03-31 | $638k | 3.1k | 205.08 |
| 2021-12-31 | $1.4M | 6.6k | 218.09 |
| 2021-09-30 | $1.4M | 6.4k | 224.53 |
| 2021-06-30 | $1.5M | 6.2k | 243.86 |
| 2021-03-31 | $1.5M | 5.9k | 259.18 |
| 2020-12-31 | $1.3M | 5.8k | 227.09 |
| 2020-09-30 | $1.2M | 5.9k | 211.09 |
| 2020-06-30 | $633k | 3.7k | 173.33 |
| 2020-03-31 | $528k | 3.9k | 135.25 |
| 2019-12-31 | $725k | 4.1k | 179.01 |
| 2019-09-30 | $628k | 3.9k | 162.74 |
| 2019-06-30 | $479k | 2.8k | 171.50 |
| 2019-03-31 | $448k | 2.8k | 158.02 |
| 2018-12-31 | $355k | 2.7k | 133.71 |
| 2018-09-30 | $336k | 2.4k | 140.76 |
| 2018-06-30 | $382k | 2.9k | 130.69 |
| 2018-03-31 | $718k | 4.5k | 158.78 |
| 2017-12-31 | $724k | 4.0k | 182.18 |
| 2017-09-30 | $447k | 2.6k | 171.92 |
| 2017-06-30 | $427k | 2.6k | 164.93 |
| 2017-03-31 | $219k | 1.5k | 150.00 |
| 2016-12-31 | $157k | 1.1k | 141.54 |
More positions owned by Independent Advisor Alliance
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