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True Wealth Design, LLC

Position in EME — EMCOR Group, Inc.

CIK 1966033 AKRON, OH

Position in EME

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$104,101
+$44,146 QoQ
Shares Held
141
+43.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in EME Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

True Wealth Design, LLC holds $1,176,558 across 32 Engineering & Construction names. EME ranks #3 (8.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EME
EMCOR Group, Inc.
This page
141 $104,101

All Filings in EME

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $104,101 141
2025-12-31 $59,955 98
2025-09-30 $59,108 91
2025-06-30 $11,232 21
2025-03-31 $2,217 6
2024-12-31 $60,368 133
2024-09-30 $46,066 107
2024-06-30 $1,095 3
2022-12-31 $867,480 5,857