Heritage Wealth Advisors

Position in ITW — Illinois Tool Works Inc

CIK 1591122 RICHMOND, VA

Position in ITW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$504,426

-$156,450 QoQ

Shares Held

1,865

-26.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,120

of 1,957 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. ITW ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,105	$1,298,220
2	EMR	Emerson Electric Co	5,997	$858,470
3	PH	Parker-Hannifin Corp	876	$856,833
4	ETN	Eaton Corp plc	1,808	$770,424
5	ITW	Illinois Tool Works Inc This page	1,865	$504,426
6	DOV	DOVER Corp	1,977	$443,401
7	IR	Ingersoll Rand Inc.	2,723	$223,258
8	XYL	Xylem Inc.	326	$38,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,426	1,865	-26.5%	Shares	Sole	2026-08-14
2026-03-31	$660,876	2,539	-7.7%	Shares	Sole	2026-05-14
2025-12-31	$677,571	2,751	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$719,697	2,760	-5.1%	Shares	Sole	2025-11-13
2025-06-30	$719,003	2,908	-2.7%	Shares	Sole	2025-08-11
2025-03-31	$741,301	2,989	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$759,412	2,995	-0.4%	Shares	Sole	2025-02-12
2024-09-30	$788,306	3,008	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$721,069	3,043	-39.7%	Shares	Sole	2024-12-12
2024-03-31	$1,353,188	5,043	-1.9%	Shares	Sole	2024-12-12
2023-12-31	$1,346,109	5,139	0.0%	Shares	Sole	2024-12-12
2023-09-30	$1,183,563	5,139	0.0%	Shares	Sole	2024-12-12
2023-06-30	$1,285,572	5,139	0.0%	Shares	Sole	2024-12-12
2023-03-31	$1,251,089	5,139	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,132,121	5,139	-5.5%	Shares	Sole	2024-12-12
2022-09-30	$982,555	5,439	0.0%	Shares	Sole	2024-12-12
2022-06-30	$991,257	5,439	+20.8%	Shares	Sole	2022-08-04
2022-03-31	$942,718	4,502	-39.0%	Shares	Sole	2022-05-11
2021-12-31	$1,821,630	7,381	+6.3%	Shares	Sole	2022-03-28
2021-09-30	$1,434,218	6,941	+1.9%	Shares	Sole	2021-11-02
2021-06-30	$1,523,114	6,813	+2.6%	Shares	Sole	2021-08-09
2021-03-31	$1,471,557	6,643	+10.4%	Shares	Sole	2021-04-27
2020-12-31	$1,227,153	6,019	+4.5%	Shares	Sole	2021-02-01
2020-09-30	$1,112,696	5,759	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,006,961	5,759	+4.8%	Shares	Sole	2020-07-17
2020-03-31	$781,091	5,496	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.