Heritage Family Offices, LLP
Family OfficePosition in EMR — Emerson Electric Co
CIK 2019316
SCOTTSDALE, AZ
Position in EMR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$992,458
-$227,862 QoQ
Shares Held
6,933
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,092
of 2,282 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $2,881,210 across 4 Specialty Industrial Machinery names. EMR ranks #2 (34.4% of the industry book) .
All Filings in EMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,458 | 6,933 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,220,320 | 9,314 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,776,191 | 13,383 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,908,013 | 14,545 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,931,685 | 14,488 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,588,464 | 14,488 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,771,579 | 14,295 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,485,900 | 13,586 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,517,343 | 13,774 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||