Position in EMR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,078,818
-$378,049 QoQ
Shares Held
8,234
-25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $1,989,556 across 3 Specialty Industrial Machinery names. EMR ranks #1 (54.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,078,818 | 8,234 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,456,867 | 10,977 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,439,962 | 10,977 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,463,563 | 10,977 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,203,518 | 10,977 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,360,379 | 10,977 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,200,554 | 10,977 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,209,226 | 10,977 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,245,011 | 10,977 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,126,789 | 11,577 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,117,990 | 11,577 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,054,851 | 11,670 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,009,081 | 11,580 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,112,374 | 11,580 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $847,887 | 11,580 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $921,073 | 11,580 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,173,266 | 11,966 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,112,479 | 11,966 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,122,487 | 11,916 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $1,230,813 | 12,789 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $1,153,823 | 12,789 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,202,656 | 14,964 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $981,189 | 14,964 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $928,589 | 14,970 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $713,320 | 14,970 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||