Position in EMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$631,005
+$53,469 QoQ
Shares Held
4,408
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,313
of 2,282 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Live Oak Private Wealth LLC holds $2,628,320 across 5 Specialty Industrial Machinery names. EMR ranks #2 (24.0% of the industry book) .
All Filings in EMR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,005 | 4,408 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $577,536 | 4,408 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $584,897 | 4,407 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $578,110 | 4,407 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $576,785 | 4,326 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $467,614 | 4,265 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $528,561 | 4,265 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $466,463 | 4,265 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $469,832 | 4,265 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $483,736 | 4,265 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $424,650 | 4,363 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $421,334 | 4,363 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $444,718 | 4,920 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $416,006 | 4,774 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $474,248 | 4,937 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $383,453 | 5,237 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $416,550 | 5,237 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $492,407 | 5,022 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $397,353 | 4,274 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $357,112 | 3,791 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $364,845 | 3,791 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $314,958 | 3,491 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $398,233 | 4,955 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $324,899 | 4,955 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $307,296 | 4,954 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||