WMG Financial Advisors, LLC

Position in EMR — Emerson Electric Co

CIK 1906711 Knoxville, TN

Position in EMR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$418,999

+$35,505 QoQ

Shares Held

2,927

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,549

of 2,282 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Industrials · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $645,694 across 2 Specialty Industrial Machinery names. EMR ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EMR	Emerson Electric Co This page	2,927	$418,999
2	ETN	Eaton Corp plc	532	$226,695

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,999	2,927	0.0%	Shares	Sole	2026-07-23
2026-03-31	$383,494	2,927	-2.0%	Shares	Sole	2026-04-23
2025-12-31	$396,301	2,986	-4.6%	Shares	Sole	2026-01-28
2025-09-30	$410,591	3,130	+0.4%	Shares	Other	2025-10-23
2025-06-30	$415,855	3,119	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$342,185	3,121	+0.5%	Shares	Defined	2025-05-06
2024-12-31	$384,801	3,105	-3.2%	Shares	Defined	2025-02-06
2024-09-30	$350,639	3,206	+0.3%	Shares	Other	2024-10-31
2024-06-30	$352,070	3,196	-14.5%	Shares	Defined	2024-07-30
2024-03-31	$424,189	3,740	+57.9%	Shares	Sole	2024-05-07
2023-12-31	$230,477	2,368	-4.7%	Shares	Sole	2024-02-08
2023-06-30	$224,618	2,485	+38.8%	Shares	Sole	2023-08-03
2023-03-31	$155,979	1,790	-29.2%	Shares	Defined	2023-04-18
2022-12-31	$243,031	2,530	+0.3%	Shares	Sole	2023-02-10
2022-06-30	$200,678	2,523	-0.9%	Shares	Defined	2022-08-08
2022-03-31	$249,537	2,545	+7.8%	Shares	Defined	2022-08-04
2021-12-31	$219,408	2,360	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.