WealthPLAN Partners, LLC

Position in EMR — Emerson Electric Co

CIK 1639943 OMAHA, NE

Position in EMR

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

Position Value

$975,710

-$1,514,587 QoQ

Shares Held

6,816

-64.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,098

of 2,282 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $3,425,905 across 6 Specialty Industrial Machinery names. EMR ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	6,816	$975,710
2	GEV	GE Vernova Inc.	575	$675,544
3	GGG	Graco Inc	7,613	$575,618
4	DOV	DOVER Corp	2,333	$523,245
5	ROK	Rockwell Automation, Inc	953	$471,811
6	CMI	Cummins Inc	286	$203,977

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$975,710	6,816	-64.1%	Shares	Sole	2026-07-28
2026-03-31	$2,490,297	19,007	-27.7%	Shares	Sole	2026-04-29
2025-12-31	$3,488,810	26,287	-12.9%	Shares	Sole	2026-02-12
2025-09-30	$3,956,913	30,164	-3.4%	Shares	Sole	2025-10-27
2025-06-30	$4,162,429	31,219	-8.7%	Shares	Sole	2025-07-28
2025-03-31	$3,751,003	34,212	+0.9%	Shares	Sole	2025-05-12
2024-12-31	$4,203,209	33,916	+2.5%	Shares	Sole	2025-01-30
2024-09-30	$3,619,272	33,092	+18.7%	Shares	Sole	2024-11-05
2024-06-30	$3,071,811	27,885	+677.0%	Shares	Sole	2024-08-09
2023-09-30	$346,589	3,589	0.0%	Shares	Sole	2023-11-02
2023-06-30	$324,409	3,589	+8.2%	Shares	Sole	2023-07-31
2023-03-31	$289,130	3,318	+0.6%	Shares	Other	2023-05-10
2022-12-31	$316,805	3,298	-2.9%	Shares	Sole	2023-02-16
2022-03-31	$332,977	3,396	+0.6%	Shares	Sole	2022-05-03
2021-12-31	$313,959	3,377	-17.1%	Shares	Sole	2022-02-01
2021-09-30	$383,770	4,074	-0.5%	Shares	Sole	2021-12-09
2021-06-30	$394,102	4,095	-3.2%	Shares	Sole	2021-08-19
2021-03-31	$381,630	4,230	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.