Position in EMR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$163,191
+$20,773 QoQ
Shares Held
1,140
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,990
of 2,282 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $508,054 across 6 Specialty Industrial Machinery names. EMR ranks #1 (32.1% of the industry book) .
All Filings in EMR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,191 | 1,140 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $142,418 | 1,087 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $70,474 | 531 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $82,381 | 628 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $83,731 | 628 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,853 | 628 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $68,684 | 628 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,180 | 628 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $71,227 | 628 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,123 | 628 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||