Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,471
-$255 QoQ
Shares Held
1,610
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,890
of 2,286 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $22,363,150 across 4 Specialty Industrial Machinery names. EMR ranks #4 (1.0% of the industry book) .
All Filings in EMR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,471 | 1,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,726 | 1,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,352 | 1,600 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $209,888 | 1,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $213,328 | 1,600 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||