Summit Financial Wealth Advisors, LLC
Position in EMR — Emerson Electric Co
CIK 1632283
Lafayette, LA
Position in EMR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$409,409
+$92,865 QoQ
Shares Held
2,860
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,558
of 2,282 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $29,275,571 across 3 Specialty Industrial Machinery names. EMR ranks #3 (1.4% of the industry book) .
All Filings in EMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,409 | 2,860 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $316,544 | 2,416 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $319,589 | 2,408 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $308,535 | 2,352 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $266,926 | 2,002 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $219,280 | 2,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $247,860 | 2,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $218,740 | 2,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $220,320 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,840 | 2,000 | Shares | Sole | 2024-05-02 | |
| 2022-12-31 | $206,913 | 2,154 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||