Position in EMR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$206,279
-$36,559 QoQ
Shares Held
1,441
-42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,953
of 2,282 holders
Holding Since
Jun 2020
12 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, 2026CWS Financial Advisors, LLC holds $2,845,095 across 6 Specialty Industrial Machinery names. EMR ranks #6 (7.3% of the industry book) .
All Filings in EMR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,279 | 1,441 | Shares | Sole | 2026-07-30 | |
| 2023-12-31 | $242,838 | 2,495 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $240,942 | 2,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,523 | 2,495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $217,414 | 2,495 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $233,906 | 2,435 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $244,634 | 2,495 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $231,960 | 2,495 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $234,344 | 2,435 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $219,685 | 2,435 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $264,378 | 4,032 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $250,104 | 4,032 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||