Position in ITW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$208,532
+$2,872 QoQ
Shares Held
771
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,603
of 1,957 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. ITW ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in ITW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,532 | 771 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $205,660 | 835 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $344,985 | 1,323 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $485,351 | 1,963 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,731,814 | 6,830 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,085,553 | 7,958 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,013,686 | 8,498 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,932,846 | 10,930 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,596,611 | 9,913 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,517,288 | 10,930 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,717,237 | 10,862 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,460,305 | 10,106 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,246,178 | 10,196 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,735,865 | 9,609 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $409,515 | 2,247 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $591,345 | 2,824 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $663,151 | 2,687 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $544,883 | 2,637 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $504,127 | 2,255 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $717,503 | 3,239 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $416,322 | 2,042 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $436,654 | 2,260 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $530,669 | 3,035 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $443,840 | 3,123 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||