Avantax Planning Partners, Inc.

Position in EMR — Emerson Electric Co

CIK 1005441 DUBUQUE, IA

Position in EMR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,394,137

+$57,209 QoQ

Shares Held

9,739

-4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#978

of 2,282 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. EMR ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	4,043	$2,001,608
2	PH	Parker-Hannifin Corp	2,022	$1,977,758
3	GEV	GE Vernova Inc.	1,679	$1,972,589
4	EMR	Emerson Electric Co This page	9,739	$1,394,137
5	ETN	Eaton Corp plc	2,159	$919,993
6	CMI	Cummins Inc	786	$560,583
7	DOV	DOVER Corp	1,263	$283,265
8	ITW	Illinois Tool Works Inc	801	$216,646

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,394,137	9,739	-4.6%	Shares	Sole	2026-07-28
2026-03-31	$1,336,928	10,204	+4.5%	Shares	Sole	2026-05-04
2025-12-31	$1,295,878	9,764	-2.1%	Shares	Sole	2026-02-05
2025-09-30	$1,308,258	9,973	-6.1%	Shares	Sole	2025-10-31
2025-06-30	$1,415,564	10,617	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$1,156,482	10,548	+1.0%	Shares	Sole	2025-04-29
2024-12-31	$1,293,705	10,439	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$1,124,870	10,285	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$1,186,753	10,773	-2.7%	Shares	Sole	2024-08-09
2024-03-31	$1,255,445	11,069	+42.1%	Shares	Sole	2024-05-03
2023-12-31	$758,395	7,792	-39.5%	Shares	Sole	2024-02-09
2023-09-30	$1,243,821	12,880	+2.0%	Shares	Sole	2023-11-06
2023-06-30	$1,141,083	12,624	-1.0%	Shares	Sole	2023-07-18
2023-03-31	$1,111,296	12,753	+5.9%	Shares	Sole	2023-04-21
2022-12-31	$1,156,850	12,043	-9.5%	Shares	Sole	2023-02-10
2022-09-30	$974,411	13,308	-51.7%	Shares	Sole	2022-10-14
2022-06-30	$2,190,133	27,535	-1.8%	Shares	Sole	2022-07-18
2022-03-31	$2,750,204	28,049	+2.2%	Shares	Sole	2022-05-09
2021-12-31	$2,550,724	27,436	+2.4%	Shares	Sole	2022-01-28
2021-09-30	$2,522,864	26,782	+1.7%	Shares	Sole	2021-10-27
2021-06-30	$2,534,865	26,339	+4.3%	Shares	Sole	2021-08-10
2021-03-31	$2,278,325	25,253	-11.1%	Shares	Sole	2021-05-06
2020-12-31	$2,281,945	28,393	-5.8%	Shares	Sole	2021-02-04
2020-09-30	$1,976,935	30,150	+9.6%	Shares	Sole	2020-10-28
2020-06-30	$1,705,949	27,502	+240.6%	Shares	Sole	2020-07-15
2020-03-31	$384,773	8,075	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.