Cummins shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cummins by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 6.5k | 422.37 |
| 2025-06-30 | $2.2M | 6.6k | 327.50 |
| 2025-03-31 | $2.1M | 6.7k | 313.44 |
| 2023-12-31 | $1.8M | 7.3k | 239.58 |