WealthPlan Investment Management, LLC

Position in EMR — Emerson Electric Co

CIK 1929986 OMAHA, NE

Position in EMR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,176,973

-$736,801 QoQ

Shares Held

29,179

-22.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#588

of 2,282 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. EMR ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,531	$6,498,150
2	EMR	Emerson Electric Co This page	29,179	$4,176,973
3	GGG	Graco Inc	36,172	$2,734,964
4	DOV	DOVER Corp	9,833	$2,205,345
5	AOS	Smith A O Corp	9,442	$592,202
6	XYL	Xylem Inc.	3,942	$465,983
7	ETN	Eaton Corp plc	1,054	$449,130
8	ROK	Rockwell Automation, Inc	530	$262,392

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,176,973	29,179	-22.2%	Shares	Sole	2026-07-28
2026-03-31	$4,913,774	37,504	-31.4%	Shares	Sole	2026-04-29
2025-12-31	$7,260,049	54,702	-40.3%	Shares	Sole	2026-02-05
2025-09-30	$12,014,251	91,586	-5.0%	Shares	Sole	2025-10-27
2025-06-30	$12,858,745	96,443	+36.9%	Shares	Sole	2025-07-28
2025-03-31	$7,726,330	70,470	-2.1%	Shares	Sole	2025-05-12
2024-12-31	$8,917,383	71,955	+1.9%	Shares	Sole	2025-01-30
2024-09-30	$7,726,334	70,644	+8.2%	Shares	Sole	2024-11-05
2024-06-30	$7,193,117	65,297	+1879.9%	Shares	Sole	2024-08-09
2022-12-31	$316,805	3,298	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$244,847	3,344	-1.5%	Shares	Sole	2022-12-12
2022-03-31	$332,977	3,396	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.