Smallwood Wealth Investment Management, LLC
Position in EMR — Emerson Electric Co
CIK 1921304
RED BANK, NJ
Position in EMR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,460
+$1,310 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,203
of 2,286 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $467,644 across 7 Specialty Industrial Machinery names. EMR ranks #5 (3.3% of the industry book) .
All Filings in EMR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,460 | 108 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,150 | 108 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,333 | 108 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,167 | 108 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,866 | 119 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $11,841 | 108 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||