Position in IR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$538,967
+$10,808 QoQ
Shares Held
6,727
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $1,989,556 across 3 Specialty Industrial Machinery names. IR ranks #2 (27.1% of the industry book) .
All Filings in IR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $538,967 | 6,727 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $528,159 | 6,667 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $550,827 | 6,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $554,561 | 6,667 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $533,560 | 6,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $603,096 | 6,667 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $655,218 | 6,675 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $606,357 | 6,675 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $633,791 | 6,675 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $516,244 | 6,675 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $425,331 | 6,675 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $436,604 | 6,680 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $388,642 | 6,680 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $361,465 | 6,918 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $330,939 | 7,650 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $321,912 | 7,650 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $385,177 | 7,650 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $473,305 | 7,650 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $385,636 | 7,650 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $415,470 | 8,512 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $418,875 | 8,512 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $387,806 | 8,512 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $303,027 | 8,512 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $334,824 | 11,907 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $357,516 | 14,416 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||