Position in EMR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$118,385
+$10,032 QoQ
Shares Held
827
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#2,010
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, 2026SIMA Wealth Partners, LLC holds $306,794 across 3 Specialty Industrial Machinery names. EMR ranks #2 (38.6% 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 | $118,385 | 827 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $108,353 | 827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,315 | 899 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $121,210 | 924 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $119,863 | 899 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $98,566 | 899 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $111,413 | 899 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $98,323 | 899 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $106,524 | 967 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||